Precision in Every Penny, Excellence in Every Plan.

Our Story

Crafting Financial Success Since 2013

In the bustling heart of Houston, Texas, RG Financial Group was conceived in 2013 as the brainchild of two visionary minds, Spencer Jenkins and Marlene Guzman. The story began with a shared belief — that financial services should be more than just transactions; they should be transformative experiences, guiding individuals and businesses toward enduring success.

The Early Years

Building Trust and Expertise

In the early years, RG Financial Group carved its niche by providing expert tax services that transcended conventional boundaries. The firm quickly became a trusted resource for individuals and businesses seeking not just tax solutions but tailored strategies for financial growth.


The focus on expertise, integrity, and personalized service set RG Financial Group apart. Spencer's knack for strategic tax planning and Marlene's commitment to community outreach created a dynamic synergy that fueled the firm's growth.

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Expanding Horizons

Innovations and Client-Centric Approach

As the financial landscape evolved, so did RG Financial Group. In 2018, the firm expanded its services to include insurance, recognizing the integral role it plays in comprehensive financial planning. This expansion allowed clients to safeguard their assets, plan for the unexpected, and seamlessly integrate insurance into their broader financial strategy.


An innovative approach became the hallmark of RG Financial Group. The firm embraced cutting-edge technologies and forward-thinking strategies, ensuring clients stayed ahead in an ever-changing financial environment. This commitment to innovation extended beyond services; it was about empowering clients with knowledge and resources to make informed decisions.

Founders' Vision

A Dynamic Duo

Spencer Jenkins

A seasoned tax strategist with a wealth of experience, envisioned a financial firm that would redefine the conventional approach to tax services. His passion for empowering clients to navigate the intricate landscape of tax laws became the cornerstone of RG Financial Group.

Marlene Guzman

The co-founder and community advocate, brought a different dimension to the partnership. Beyond financial acumen, she saw the potential for RG Financial Group to not only excel in services but also to make a positive impact in the communities it served. For Marlene, financial empowerment was a catalyst for broader societal change.

A Community of Success: Beyond Services

What truly defines RG Financial Group is not just the range of services offered, but the sense of community cultivated. The firm believes in more than transactions; it believes in relationships. Marlene's commitment to community impact led to initiatives that went beyond financial services, including financial education programs and active participation in local events.


Today, RG Financial Group stands as a testament to the vision of its founders. Spencer and Marlene's unwavering commitment to excellence, innovation, and community engagement have shaped a financial institution that goes beyond services — it's a partner in every client's unique financial journey.


As we look toward the future, RG Financial Group remains dedicated to its founding principles. Join us on this journey where financial success is not just a destination; it's a transformative experience crafted for you.

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