About our team

Jay Chapman, AIF®

Managing Director - Financial Advisor, Senior Consulting Group

952-838-7048

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Michael Gergen, CFP®, CPFA®, CPWA®

First Vice President - Financial Advisor, Consulting Group

612-371-7219

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Aaron Broten

Senior Financial Associate

952-838-7069

Heather Johnson, CFP®

Senior Investment Associate

952-838-8123

Jack Nasby

Investment Associate

612-371-2784

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.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean partners 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. Dean 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.

Bill Ringham

Director of Wealth Strategies

Bill 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, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Yaron Ben-Yohanan

Corporate & Executive Services

As member of RBC Corporate and Executive Services, Yaron offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Matt Franks

High-Net-Worth Lending Consultant

Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

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