Gallantry Wealth Group - Partnerships

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.

Robert Stern

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Robert works with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Robert serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Antoine Burrell

Trust Consultant

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Andrew Olson

Investment Banking Solutions

As a member of Investment Banking Solutions, Andrew offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Jon Scheriff

Wealth Management Banker

In the wealth management banker role, Jon acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Tim Yarbrough

Retirement Plan Consultant

Tim is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

Jordan Williams

Wealth Management Consultant

Jordan spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Jordan works diligently to address clients’ unique situations.

Lucas Chavez

Internal Wealth Management Consultant

In Lucas' role as an internal wealth management consultant, he provides the primary support for platforms, solutions and strategic initiatives that serve clients.