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.
Wealth Management Consultant
Leah provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Leah also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Wealth Planning Consultant
Rich helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Rich's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.
Blake is based in Des Moines, Iowa. He serves as a resource for financial advisors by helping them understand their clients’ financial objectives, gather information and determine appropriate strategies for complex financial and wealth transfer issues for high-net-worth clients in the firm’s Central division.
Blake is responsible for helping RBC Wealth Management financial advisors discover issues their clients face and develop customized wealth management solutions to assist clients in attaining their goals. He focuses on wealth transfer planning, including trust and estate planning, business succession planning, charitable planning and stock option planning. Blake works in collaboration with clients’ attorneys, accountants and other professionals to implement comprehensive planning strategies. In addition, Blake frequently conducts seminars and educational presentations for clients and groups on a variety of topics relating to wealth transfer.
Before joining RBC Wealth Management in 2018, Blake spent 11 years in the financial services industry. In every role Blake has taken in his professional career, he has served as a specialist helping families and businesses of all sizes plan for the successful transfer of wealth. He previously worked at Syverson Strege & Company where he served as president, Merrill Lynch where he served as vice president, trust and estate specialist, and Farm Bureau Financial Services where he served as director of Advanced Markets. Blake received his Juris Doctorate from Drake University Law School and his undergraduate degree from the University of Utah. He has also attained his ChFC® and CLU® designations and has passed his Series 7, 63 and 65 exams.
Divisional Retirement Consultant
Scott does extensive research into retirement plan providers. He also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. He is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.
Tom specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.
Scott works with financial advisors to establish a holistic wealth management practice that manages both sides of the balance sheet by focusing on clients’ liquidity needs in the short-term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.