About us

John Heath

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

713-623-9272

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Dan Austin

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

713-623-9223

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.

Robert Stern

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Robert partners 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.

Wayne Baca, CFPA

Retirement Plan Consultant

Wayne 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.

John Panter

Wealth Management Banker

In the wealth management banker role, John 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.

Let's start the conversation

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