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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.
Dean Deutz, CFP®
Echelon Wealth Strategist
Griffin Geisler
Wealth Strategist
Social Media
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If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings. Let’s have a conversation about RMDs and current interest rates. Taking RMDs is required if you’re 73+, with a December 31 deadline.
Sharing tea with my client while we discuss Medicare enrollment. With Aurora Wealth Solutions Group, there is no cookie cutter approach to our client interactions. Each meeting is unique and customized for the client's individual needs. Some clients prefer a cup of tea, some clients prefer a cup of coffee. But all of our clients deserve a meeting customized to their needs. Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com
Sports build skills and emotional connections that can last a lifetime. Last Friday night, FA Jeremy Wytaske and his family attended the Eastridge vs Stillwater football game. Kids and coaches got to go down to the field where the little kids got to high 5 the varsity players as they ran out of the tunnel and onto the field! What a meaningful moment for everyone. Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com