Howard Wealth Management Group - RBC Wealth Management

Mary Howard, CIMA®, CRPC®

Senior Vice President - Financial Advisor, Portfolio Director Group

Mary began her career in 1991 and with more than 30 years of experience in the industry, she understands the importance and benefit of forging solid long-term relationships. Mary’s ability to cultivate connections enables her to create and execute solutions that address her clients’ most pressing financial and investment needs, while being sensitive to their unique concerns regarding risk mitigation. As one component of a highly functioning team of financial advisors, Mary takes a detail-oriented and care-centered physician’s approach to her clients’ financial health in maintaining a healthy and robust financial portfolio. As a Certified Investment Management Analyst® and Chartered Retirement Planning Consultant^SM, Mary’s focus on investment management has enabled many clients to enter retirement feeling confident that they can enjoy their retirement years, while also knowing that they have measures of risk management, investment style diversification and tax-considerate emphasis across their portfolio that will enable them to address some of the common financial-related issues that can come with aging.

The CIMA® designation provides advisors, consultants and analysts with the tools to go beyond investment fundamentals. The program:

With markets defined by fixed income volatility and low equity return expectations, deliver the sophisticated advice today's investors demand - and need - with the Certified Investment Management Analyst® (CIMA®) certification.
Integrates practical knowledge with investment theory, with deep dives into advanced portfolio construction, accounting and risk management.
Delivers a systematic process to put this sophisticated knowledge into action - differentiating services, solutions and outcomes.
Demonstrate and deliver the sophisticated expertise that high-net-worth investors need with the CIMA® certification.

Mary graduated from South Dakota State University (SDSU) with a Bachelor of Science degree in physics and a minor in military science. Mary recently served as the SDSU Foundation Board of Governors and Council of trustee’s chair and currently serves on the South Dakota Investment Council Board. She has taken and passed numerous licensing exams and completes ongoing education to keep her skills up to date. Mary and her husband, Dave, enjoy traveling and spending time in the great outdoors. Mary and Dave have three adult children: Megan, Molly and Maxwel.

Megan Howard, CPWA®, ChFC®

Vice President - Financial Advisor

605-575-1714

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Megan leads the planning strategies for high-net-worth families and individuals. She focuses on complex estate and wealth transition planning for clients. Leveraging over 10 years in the finance industry she strives to be a lifelong learner. Her strength in connecting and planning skills has been a driving force in her success as a financial advisor. Her ability to present complex financial concepts in an easy-to-understand manner has provided not only a blueprint for successful planning but adds considerable value in cultivating confidence in the investment strategies and wealth planning she creates. As the financial industry has shifted into a relationship-driven business with planning at its core, the importance of wealth planning has become an integral part of the financial puzzle.

Megan most recently earned her Certified Private Wealth Advisor CPWA® certificate through Yale School of Management.

A multidisciplinary approach to the interconnected challenges and opportunities that significant wealth brings.
Deep dives into critical areas of wealth planning and preservation, including wealth transfer tools, as well as legacy planning and family dynamics.
From preserving wealth to managing closely held businesses, the needs and demands of high-net-worth clients are unique, complex and challenging - and getting more so. The Certified Private Wealth Advisor (CPWA®) certification is designed specifically for seasoned advisors and wealth managers who work with high-net-worth clients.

Outside of the office Megan likes to stay active with many outdoor activities, such as riding her motorcycle, hiking and camping with her husky Nala and landscaping DIY projects. She is an avid reader, travel enthusiast and authoring a book is on her bucket list of life. She commits time and effort to many community organizations and services.

Education:

Bachelor of Science degree in entrepreneurial studies South Dakota State University, 2015
Certified Private Wealth Advisor CPWA® Yale School of Management, 2025
Chartered Financial Consultant ChFC® The American College, 2022
Certified Financial Planning Course Pepperdine University, 2018
EmBe Women in Leadership Graduate, 2021–2022
Leadership Sioux Falls Graduate, 2018–2019
Cosmetologist State of South Dakota, 2011–present

Abby Monger

Branch Service Manager/Client Associate

605-575-1704

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean 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. Dean 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.

Lindsay Strickland

Senior Portfolio Advisor

Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.

Snezana Todorovic

Associate Wealth Management Banker

As an associate wealth management banker, Snezana assists the wealth management bankers in serving financial advisors and their clients with banking and lending needs.

Andy Forde

Managed Portfolio Strategist

As a member of the Managed Portfolio Strategies Team, Andy serves as the primary source of advice on mutual funds, exchange-traded funds and managed accounts. The team provides customized advisory support via investment strategy, product selection and portfolio construction, as well as contributing to the management of discretionary model portfolios.

Sam Meidl

Sam spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary 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, Sam works diligently to address clients’ unique situations.

Jerry Moran

Insurance and Annuity Consultant

An insurance and annuity consultant, Jerry specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Adam Knutson

Insurance and Annuities Specialist

As an insurance and annuity product specialist, Adam helps financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Wendy Gilmer

Wealth Planning Associate

Wendy's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Wendy assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Meet the team