Meet the team — who we are

RBC Wealth Management has over a century of experience serving clients. We chose to partner with RBC not only because of its financial strength and global reach, but because it has retained the culture, feel and service accessibility of a boutique firm, despite being the seventh largest brokerage in the U.S. as ranked by assets under administration and by number of financial advisors.* In addition to carefully choosing this company, we decided to form the Conner Wealth Management Group so that we can deliver three critical things to our clients:

  • Comprehensive and holistic wealth planning
  • Professionally managed investments
  • World class service

Garth Conner, AIF®

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

206-621-3224
Email |
206-337-1170

Garth is primarily responsible for client strategic planning and the education of those plans. Because our clients are already successful, Garth concentrates on the areas that make our clients significant.

He grew up in the small town of Arcata, located in Northern California. While in high school, Garth utilized his passion to compete to flourish as an all-state wrestler. Through his academic success and athletic abilities, Garth received the select invitation, offered only to a few, to attend the U.S. Military Academy at West Point. His chosen field of study was computer science and mathematics. Upon graduation, he received an appointment to the U.S. Military as a helicopter pilot. After the Gulf War, Garth transitioned out of active duty in 1991 into what he calls his first love: the financial services industry. He currently resides in the Dash Point area of Tacoma, where he enjoys fishing in Puget Sound. He has been happily married to his wife, Andrea, since 1988. Andrea holds her master’s degree in exegetical theology from Western Seminary in Portland and volunteers much of her time in their local community.

Brendan Smith, CDFA®

Senior Financial Associate

253-274-4356
253-274-4399

Brendan is responsible for maintaining current client relationships, as well as assisting in onboarding new clients. He was raised in the Everett/Marysville area, and while in high school he excelled in academics and athletics. Brendan earned his Bachelor of Science degree in economics at Washington State University. Immediately following graduation, he begin his career as a financial advisor. Brendan values giving back to the local community and spends much of his free time coaching youth hockey. He also enjoys supporting local teams and is a WSU football super fan. Brendan is currently experiencing one of his dreams to live on a sailboat, moored in the Pudget Sound.

Michael Lumsden

Investment Associate

Michael’s primary role is the execution of the investment trading and wealth planning technology. He was raised in Anaheim, California, attended California State University, Long Beach, and has a Bachelor of Arts degree in English with an emphasis in creative writing. While in college, Michael began a career with Bank of America as a part-time teller and then transferred to their investment services area in 2000. His positions in the industry have ranged from customer service to equities trader. Michael has passed the Series 7 and 63 exams. Married in 1995, he and his wife live in Tacoma’s South End with their three children. A resident of Washington since 1999, Michael enjoys biking and hiking in his free time. Baseball is his first love and you can find him every summer at T-Mobile Park whenever his hometown team, the Los Angeles Angels, are in Seattle.

Eric Shulda

Investment Associate

253-274-4355

Eric is responsible for leading our service experience, including additional proactive contacts to further the services we already provide to you, our valued clients. He is fully licensed and has been in the financial industry since 2000, spending the bulk of his career working at Morgan Stanley. While at Morgan Stanley, Eric worked with several financial advisors in all aspects of client service.

He has a passion for helping others. Eric has coached youth football and baseball for the past six years. When he is not cheering on the sidelines at a youth sporting event, you can probably find him cheering at a Seahawks, Mariners or Sounders game.

 

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.

Greg Steiger

Wealth Planning Consultant


Cyndy Ranzau

Wealth Strategist


Aaron Gallardo

Trust Consultant


Contact

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