Bill Herf, CFP®

Bill Herf, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

480-609-4922
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Nicole Carr

Senior Investment Associate

480-609-4912

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.

Yaron Ben-Yohanan

Investment Banking Liaison


Megan Mayer

Divisional Retirement Plan Consultant


Aaron Gallardo

Trust 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

Jeff Mariner

Vice President – Senior Banking Advisor


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