The Inter Alia Group - RBC Wealth Management

Stephen Groth, CIMA®, CPFA®, CPWA®, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Steve Groth is a founder and leader of The Inter Alia Group. Steve offers the knowledge, insight and perspective that stem from more than 25 years of helping individuals, families and institutions navigate key crossroads in their financial lives. A member of the industry since 1991, he offers the best practices that he gained from supporting a highly successful clientele. His tenure and continuity as a financial advisor, combined with his commitment to client wellbeing, enable him to serve as an effective problem-solver, a trusted guide and a reliable resource for diverse needs.

In 2017, Steve garnered national recognition for his work as a financial advisor when Barron’s recognized him as one of the Top 1,200 Financial Advisors in America.* He incorporates first-hand knowledge of multiple wealth disciplines, customizing his work to reflect the unique parameters of each client’s situation. His areas of focus include portfolio design, investment analysis, retirement strategy and plan design, trust and estate planning services, institutional investment management and philanthropic services. He brings a ready willingness to tackle complex initiatives, drawing on an extensive range of resources and capabilities, enterprise wide. Business owners, investors, multigenerational families, endowments and foundations look to Steve for advice and guidance that is sensitive to their distinctive priorities. He often reflects that he “knows a client 10 years from now,” drawing on his experience to guide clients in making poised and informed decisions about the future they envision for themselves, their loved ones, and their businesses.

Prior to joining RBC Wealth Management, Steve worked at Merrill Lynch. He graduated from the University of Oregon with a degree in accounting and served as a CPA. He also earned his MBA from Portland State University. Committed to professional excellence, Steve holds a number of industry designations, including the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ and taught in conjunction with the Wharton School of Business. His other professional attainments include the Certified Private Wealth Advisor®, the Chartered Retirement Planning Counselor^SM and the Certified Plan Fiduciary Advisor designations.

Steve and his wife, Jessica, live in Portland with their son, Ryan. Steve also has two grown daughters, Kathryn and Lauren, who live in the area. A wine enthusiast, Steve enjoys traveling the world. His free time interests also include biking and skiing.

Patrick Cummings, CFP®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

503-833-5291

Email |

Patrick Cummings is a founder and leader of the team, and works to help clients deploy, grow and transfer their wealth more effectively.

Entrepreneurial by nature, Patrick works extensively with business owners who find that the management of their financial affairs has taken on a scale and complexity that they had not anticipated. He is adept at unwinding the intersection of an entrepreneur’s personal and professional finances, encompassing multiple areas: cash flow analysis, pre- and post-liquidity event strategies, business succession planning, tax-sensitive investment management, credit and lending and trust and estate planning services. His first-hand experience in catering to an accomplished clientele has heightened his ability to help clients capitalize on opportunities, evaluate significant decision points, and advance steady progress toward their unique goals. He offers a deeply ingrained work ethic, capable team leadership and a forward-looking perspective.

Patrick has garnered national recognition for his work. Forbes distinguished him as one of the Best-In-State Next-Generation Advisors in 2021 and one of America’s Top Next-Generation Wealth Advisors in 2019.** He believes this recognition reflects the exceptional caliber of the clients he serves and the teammates with whom he collaborates.

Patrick joined RBC Wealth Management in 2021. Prior to RBC, he spent 17 years at Merrill Lynch. His tenure and continuity have amplified his ability to connect clients to the capabilities that align with their distinctive needs. He earned his undergraduate degree in Spanish literature from Vanderbilt University. Committed to professional excellence, Patrick is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Patrick lives in Portland with his wife, Chelsea, and their two children. In his free time, he serves on the Mt. Hood Ski Patrol. His hobbies also include mountain biking and fly fishing, which he finds both infuriating and enjoyable.

Rob Chavez

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

503-833-5292

Rob recognizes the singular nature of each client’s situation—his or her goals, needs, interests and concerns. Attuned to this individuality, he looks to craft a tailored wealth strategy that reflects the distinctive circumstances of each relationship. In keeping with this aim, Rob spends significant time learning about the clients he serves, so that he can better address their unique objectives and align their investments with their personal and professional goals. He offers hands-on experience in multiple aspects of wealth management, from investment strategy and risk analysis, to retirement planning, wealth transfer and lending.

Rob has extensive experience advising individuals who are nearing—or already in—retirement. His areas of focus include long-term planning, cash flow analysis, portfolio strategy and down-side risk mitigation. Having guided a number of individuals and families over the course of his career, Rob draws on the practices that have proven effective for similarly situated clients. He strives to support families in making informed decisions about their wealth, so that they can circumvent the pitfalls of an emotional or reactionary approach. A strategic thinker, Rob enjoys helping people simplify complex problems, laying out a clear path to pursue each client’s goals through concrete steps and collaboration.

Rob joined RBC Wealth Management in 2021. Prior to RBC Wealth Management, Rob’s practice started at Merrill Lynch in 2001. An effective team leader, Rob is skilled in connecting clients to a capable professional network, both inside and outside the firm. He recognizes the importance of designing a unified strategy that encompasses multiple aspects of a client’s personal and professional wealth. To advance this goal, he maintains close communication with a client’s external tax and legal advisors, as appropriate. He earned his bachelor’s degree from Colorado Mesa University.

A sports enthusiast, Rob is an avid golfer. He also loves to travel and share ideas about great destinations. He and his wife, Susie, live in Portland, where they raised their adult twin daughters.

Katrina Stump

First Vice President - Financial Advisor

503-833-5293

Larry Vanlaningham, AWM

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

503-387-8473

Email | |

Mimi Jue

Senior Registered Client Associate

503-833-5296

Debbie Jenkins

Senior Registered Client Associate

503-833-5297

Rachel Akerson

Branch Service Mgr/Sr Registered Client Assoc

503-833-5298

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.

Matt Loftin

Wealth Strategist

Matt serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Matt partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Cyndy Ranzau

Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

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About our team