Vance L. Falbaum, AWM, CIMA®, CPFA®, MLS

Managing Director - Financial Advisor, Senior Consulting Group

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Aaron Crowley, CFP®, CLU®, CPFA®, CPWA®

Financial Advisor

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Denise Anderson

Denise Anderson

Senior Client Associate

Paula Weese

Paula Weese, APP

Vice President - Senior Investment Associate


Shelly Stewart

Client Associate


Who we are

We are a team of financial professionals who bring our expertise to bear through needs-based risk assessment, portfolio construction, manager selection and oversight to manage our clients' assets.  We utilize tried and true methods, initially developed and reserved for the most wealthy families and largest institutions, to help reduce risk for our clients.

In addition to helping control investment risk for our clients, we manage the additional risks associated with the management of assets for others.  Utilizing investment methods and standards, we work to educate our clients on the legal and regulatory risks that exist when managing assets for others.

Our approach begins with a team of uniquely qualified individuals within RBC Wealth Management who have a bifurcated practice, serving both private clients and corporate retirement plans.  We assist our private clients to develop and implement wealth management and protection strategies for their business and family assets.   For our corporate clients, our years of experience in dealing with the complexities of the retirement plan marketplace have prepared us well to serve them in the areas of investment policy statements, investment selection and monitoring, employee education, and fiduciary education for the plan sponsors and/or trustees.  We work with confidence and enthusiasm through collaboration to produce a higher level of client service.