We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Charles Carson

Senior Managing Director - Complex Director

713-623-9217 | Email

As the complex director for Houston, Charles manages four offices: West Houston in City Center, Downtown Houston Center, Sugar Land and Galleria.

Before joining RBC Wealth Management, Charles led the ultra-high-net-worth private bank office for Wells Fargo in New York City, and additionally led the Schaumburg, Illinois Complex, the Wellesley, Massachusetts Complex and the Long Island East Complex in Melville, New York, for Merrill Lynch.

Charles joined the U.S. Navy at age of 18 and spent six years serving as a nuclear reactor operator. His Naval experience led him to cross the equator 10 times, completely circumnavigate the globe and gave him the opportunity to visit many different countries and cultures.

Charles has a double major in both philosophy and economics from the College of William & Mary in Virginia. He currently holds the Series 3, 7, 8, 63 and 65 securities licenses and has been involved in the Family Service League Charity for the past 10 years.

Charles currently lives in the Royal Oaks section of Houston with his wife, Adriene. They have two children: Chelsea, who currently lives in Portland, Oregon, and Nicole who resides in Montclair, New Jersey. When not working, Charles is an avid skier and enjoys working out and collecting wine.

Suzanne Krolczyk

Vice President - Assistant Complex Manager, Private Client Group

713-623-9244 | Email

Suzanne joined Rauscher Pierce Refsnes, now known as RBC Wealth Management, in 1986 as a receptionist and over the course of the next 32 years has held many positions, including cashier, wire operator and sales assistant. She has been in her current role as assistant complex manager since 2005. She currently holds the Series 7, 9, 10 and 65 securities licenses as well as the Texas state insurance license.

Suzanne is primarily responsible for oversight of the financial advisors and support staff in the complex and branch offices. Her role is to ensure these employees adhere to FINRA, firm and regulatory policies.

Suzanne is the recipient of the 2006 and 2011 Annual Award of Excellence. In her free time, she enjoys home improvement activities, travel and spending time with her family and dogs.

Sarah Wiggins

Associate Vice President, Associate Complex Manager, Private Client Group

713-623-9291 | Email

Sarah joined RBC Wealth Management in 2002 and has more than 20 years of industry experience. Her primary responsibility is to supervise the activities of the financial advisors and support staff in the branches for adherence to firm and regulatory policies. Sarah partners with our financial advisors in a solution-based approach to compliance. She currently holds the Series 7, 9, 10 and 66 securities licenses as well as the Texas state insurance license. Sarah graduated from The University of Texas at Dallas with a Bachelor of Science degree in business administration and a Master of Science degree in corporate finance.

Sarah lives in The Woodlands, Texas, with her husband and two daughters. She enjoys spending time with her family, traveling and baking.

Tami Worrell

Vice President - Administrative Complex Manager

713-623-9218 | Email

Tami joined RBC Wealth Management in 2013 after being in the industry 24 years. Prior to her current role, she has held positions on both the institutional and retail platforms as a sales assistant, investment associate and complex risk officer. Tami holds the Series 3, 7, 9, 10 and securities licenses and is also insurance licensed in the state of Texas.

As the administrative complex manager (ADCM), Tami supervises complex and branch operational activities, and also manages complex and branch support staff.

She is married to her husband, Charles, who she met while they were both students at the University of Houston during the Phi Slama Jama era. They have one daughter, Charli, who is a recent college graduate and set to embark upon her own career. In her spare time, Tami enjoys trying new restaurants, traveling, listening to live entertainment and spending time with family and friends.

Cindy Ponder

Associate Vice President, Complex Operations Manager, Private Client Group

713-623-9248 | Email

Cindy has been in the industry for 37 years. She has held positions as cashier, wire operator, sales assistant, branch administrative assistant, branch manager assistant, and ADCM. Cindy holds Series 7, 9, 10 and 63 securities licenses. As the complex operations manager (COM), she supervises the complex cage operations.

Cindy attended Sam Houston State University and was a member of the Delta Zeta Sorority (Zeta Theta).  She has three children and two granddaughters. She enjoys spending time with her granddaughters, family and friends.

Terri Edwards

Administrative Assistant

713-623-9224 | Email

As the Complex Administrative Assistant for Houston, Terri provides support to the Complex Director as well as the Complex management team. She works closely with the Houston area Branch Directors and Financial Advisors to meet their needs in an efficient and timely manner. She aides in planning Complex wide events, FA onboarding and various marketing initiatives. She has also been involved in organizing quarterly charitable events.

Terri previously worked for 12 years at AIM Investments (now Invesco) for the CEO of AIM Distributors and as part of the Sales, Strategy and Planning group. Her experience included working with Wholesalers and Marketing to create value-added materials for Financial Advisors.

Terri earned her BA in Psychology and BBA in Management from Texas A&M University. She went on to University of St. Thomas to earn her MBA in Finance. She enjoys volunteering her time at the Ronald McDonald House Houston, Lunches of Love and her children’s schools. Photography is her passion where she continues to learn something new constantly. She lives in Sugar Land, TX with her husband, three children and two black labs.

Wealth management professionals

The wealth management professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.


Wealth Management Consultant


Trust Consultant


Credit Solutions Consultant


Insurance Consultant


Wealth Strategist