Cammack Wealth Group - RBC Wealth Management

Bruce Cammack, AWM, MBA

Senior Vice President - Branch Director, Senior Portfolio Director Group

903-753-5343

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Cole Cammack

Financial Advisor

214-762-4285

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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.

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.

Antoine Burrell

Trust Consultant

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Lucas Chavez

Internal Wealth Management Consultant

In Lucas' role as an internal wealth management consultant, he provides the primary support for platforms, solutions and strategic initiatives that serve clients.

Griffin Geisler

Wealth Strategist

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Jon Scheriff

Wealth Management Banker

In the wealth management banker role, Jon 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.

Robert Stern

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Robert works with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Robert serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

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