image of Emily Huffman

Emily Huffman, CFP®

Vice President - Financial Advisor, Consulting Group

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Drew Alvey

Registered Client Associate


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.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

Cathy Walker

Trust Consultant

Griffin Geisler

Wealth Strategist

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Roman Kozak

Retirement Plan Consultant

Josh Mendelson

Wealth Management Banker

Emily Ferry

Wealth Management Consultant

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC Equal Housing Lender, NMLSR #536994

Kevin Battle

Vice President – Senior Banking Advisor