Approach to wealth management

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.
Our process includes:
  • Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives.
  • Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.

Wealth management professionals

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.

Aaron Gallardo

Trust Consultant


Liz Jacovino, CFP®, CTFA

Wealth Strategist


Bruce Crepea

Wealth Planning Consultant


Dean Deutz, CFP®

Private Wealth Consultant


Mike Berens

Wealth Management Consultant


CNB Bankers

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

Kevin Battle

Vice President – Senior Banking Advisor