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.
Based in Des Moines, Iowa, Blake helps financial advisors in the firm’s Central division to understand their clients’ goals and determine appropriate strategies for the complex financial issues of high-net-worth clients. He focuses on wealth transfer planning—including trust and estate planning services as well as business succession, charitable and stock option planning. Blake joined RBC Wealth Management in 2018 after 11 years in the financial services industry.
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, 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.