Your Denver team

Outside of your branch director and local office support, you have an experienced team of professionals based out of Denver helping remove obstacles and ensuring you can efficiently service your clients.


 

Daniel H. Ball

Senior Managing Director - Complex Director, Private Client Group

303-595-1106 | Email |

Reagan Shopp

Complex Marketing Director

303-595-1174 | Email

Kathleen Fritz

Administrative Assistant

303-595-1144 | Email

Assistant Complex Managers

The assistant complex managers are responsible for supervising the daily business activities performed by financial advisors and support staff in all branches in the complex, with the exception of those handled by the complex’s branch directors. In performing such supervision, they are expected to use all available tools and resources to ensure that regulatory, firm, complex and branch procedures are adhered to, and that any issues or concerns are resolved in a timely, efficient and appropriate manner.


 

Kim Rains

Vice President - Assistant Complex Manager, Private Client Group

303-595-1140 | Email

Kat Robbie

Assistant Complex Manager

303-595-1172 | Email

Administrative Complex Managers

The administrative complex managers oversee the operations of the complex and manage the support staff for all branches in the complex. Ensuring that all complex and branch operational policies and procedures are adhered to and exceptional levels of service are provided to clients, they also assist the complex director with budget and expense control and other administrative duties as requested.


 

Andrea L. Ervin

Associate Vice President – Administrative Complex Manager, Administrative Complex Manager

303-595-1146 | Email

Mary Helen Jacobus

Administrative Complex Manager, Administrative Complex Manager

303-595-1148 | Email

Complex Operations Manager

The complex operations manager is responsible for the coaching and supervising of all complex operations staff and for ensuring all complex operations functions are executed in accordance with relevant branch, firm and regulatory policies and procedures.


 

Travis Bristow

303-595-1117 | Email

Consulting team

With individual specializations across a variety of financial disciplines, our consulting 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.

person

Judi Rana

Wealth Management Consultant


person

Cyndy Ranzau

Wealth Strategist


person

Greg Steiger

Wealth Planning Consultant


person

Paul Fee

Insurance Consultant


person

Tom Nagle

Trust Consultant


person

Scott Rogneby

Divisional Retirement Consultant


person

Kevin Berg

Credit Solutions Consultant