We live by the Golden Rule, "Do unto others as you would have them do unto you".

With many years of diverse experience, our team provides comprehensive wealth management services to families who've entrusted over $700 million of investment assets to us. Offering an integrated team approach to providing superior client service, we are financial advocates, connecting our clients to the right people and resources.
 

Tim J Farley

Senior Vice President - Financial Advisor, Senior Consulting Group

952-476-3752 | Email |
952-476-3750

Tim entered the investment industry in 1995 and joined RBC Wealth Management in 1996. He has been quoted in The Wall Street Journal, the StarTribune, Registered Representative and Research Magazine. Tim holds a Bachelor of Science degree in marketing and biblical studies from Northwestern College. 

Tim was born in Northern Ireland and raised in Europe. A resident of the Minneapolis area since graduating from Eden Prairie High School, Tim lives in Edina with his wife Brit and is proud father to Conor, Quinn, Oliver and Rowan. Tim's interests include travel, faith, snowboarding, golf and all things Irish. He is involved with Young Life, Youth With A Mission (YWAM), Hennepin Technical College, University of Northwestern St. Paul, the Salvation Army, and Habitat for Humanity.

Jacqueline R Larson, AWM, CFP®, RICP®

Senior Vice President - Branch Director, Senior Consulting Group

952-476-3707 | Email |
952-476-3750

Jackie has been working with clients in the investment industry since 1992. She earned a Bachelor of Arts degree from the University of Minnesota then worked for Dean Witter and American Express prior to joining RBC Wealth Management in 1997. Jackie has the Certified Financial Planner (CFP) and the Retirement Income Certified Professional (RICP) designations. She is an Accredited Wealth Manager (AWM).


Born in Winona, MN she now lives in Orono with her husband, Jim, and three children, Henry, Madeline, and Charlie. She is involved with Children's Cancer Research Fund, her church and Orono schools. In her spare time she enjoys time with family and friends, running, skiing and gardening.

Renée Lee

Associate Vice President, Senior Financial Associate

952-476-3772 | Email |
952-476-3750

Renée joined the investment industry with RBC Wealth Management in 1978. Renée's focus is on client service with exceptional attention to detail and value-added services. She holds both the Series 7 and Series 63 licenses.

Renée was born and raised in Minnesota and currently resides in Monticello with her husband, Larry. She has two grown boys, Nick and Ben. Renée is active in her community and in her church. In her freetime, she enjoys reading, travelling, volunteering at her favorite non-profit organizations and most importantly, spending time with her family.

Jeff Belstler

Senior Registered Client Associate

952-476-3721 | Email

Jeff joined the team in 2015. He received his business degree from Metropolitan State University and worked in RBC’s corporate office prior to joining us. Our clients brag about his excellent service and assistance with their administrative needs. He has passed his Series 7 and 66 securities exams and is working on earning his CFP® certificate.

Jeff lives in Minneapolis and got engaged to Kylee in 2018. They have two dogs, Bear & Lucy. He was raised to be involved helping those in need. That currently has him active in The Red Shoe Society which is The Ronald McDonald House’s young professionals group. He has recently travelled to Haiti twice through Healing Haiti and his church. Outside of work, he loves golfing, exploring the state, and spending time with family and friends.