Michael Gee, CIMA®, CPFA®, CPM®

Senior Vice President - Financial Advisor, Senior Consulting Group

973-410-3259
Email |

Eric Woo, CFP®, CLU®, CPFA®, RICP®

Associate Vice President, Associate, Business Senior

973-410-3207
Email |

Diana Baroni

Senior Registered Client Associate

973-410-3563

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dan Sullivan

Wealth Strategist


Bruce Crepea

Wealth Planning Consultant


Steve Vitale

Wealth Management Consultant


Kara Evenson

Divisional Annuity Consultant


Steven Mangine

Insurance Consultant


Cathy Walker

Trust Consultant


Stacia Apostolos

Divisional Retirement Plan Consultant


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

advisor

Banking Advisor


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