Flader & Young Wealth Consulting Group

<p>The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

<p>The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.</p>

Brian K Flader, CLU®, CRPC®, ChFC®

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

602-381-5389

Email |

Chris Young, CFP®, CRPC®

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

602-381-5391

Email |

Michael Flader, RICP®

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

602-381-5390

Email |

Luke Waldier, CDFA®, CFP®

Financial Advisor

602-522-1418

Email |

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.

Jordan Perschel

Credit Consultant

Jordan works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.

Aaron Gallardo

Trust Consultant

Aaron specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Jennifer Linder

Jennifer is an internal wealth planning consultant based in Minneapolis. Jennifer is a part of a team that supports financial advisors in delivering comprehensive goals-based planning and providing their clients with a plan to meet their needs, wants and wishes. Through that approach, Jennifer focuses on helping clients accumulate wealth, fund their lifestyle, preserve their assets and create a legacy.

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 cnb.com Equal Housing Lender, NMLSR #536994

Susan Hall

Vice President - Senior Banking Advisor

Susan works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Susan's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows her to develop effective recommendations that can complement a client's financial plan.

About our team

Proud to work with nationally recognized teammates

Brian Flader

Chris Young

Who we are

Brian K Flader, CLU®, CRPC®, ChFC®

Chris Young, CFP®, CRPC®

Michael Flader, RICP®

Luke Waldier, CDFA®, CFP®

Linda L Caldwell

Brittney Beard, APP

In memory of Allan Flader

Client Strategies Team

Jordan Perschel

Aaron Gallardo

Jennifer Linder

City National Bank banking advisor

Susan Hall

Proud to be an official partner of Major League Soccer in the United States