Beverly Hills - RBC Wealth Management

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Cynthia Stacy

Retirement Plan Consultant

Cindy is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

Michelle Gilly

Insurance and Annuity Consultant

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Thad Beller

Alternative Investments Consultant

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

About our team

About our team

Marcel TenBerge

Michelle Colombo

Terri Folkins

Nona Agbo

Emily Kerne, CFP®

Client Strategies Team

Jordan Perschel

Cynthia Stacy

Michelle Gilly

Thad Beller