Using a disciplined approach, I help clients develop, implement, and maintain an integrated wealth management plan. It is critical to understand and evaluate your individual goals and objectives in order to properly service you.

An investment plan contains two equally important components: risk and return. I define success as achieving my clients’ goals and objectives within the framework of identified time periods and risk parameters.

RBC Wealth Management, a global bank, has in place a vast array of internal professional consultants providing top-of-the line resources and support. Along with my expertise, I utilize these resources along with coordinating with your professionals – CPA and Attorney, to deliver prudent and timely financial solutions with superior service.

Wealth management service

Wealth Management approach helps you grow, protect and transfer your wealth over the long-term:

  • Retirement Planning 
  • Asset Allocation: Evaluate, Identify and Implement the appropriate mix of investments to ensure performance optimization and long term risk management.
  • Estate Planning: Utilize our internal estate planning experts to evaluate your estate planning needs and identify sound strategies.  
  • Tax Planning:  Identify tax advantage investment strategies and monitor the investments for tax efficiency. 
  • Small Business Planning: Identify the appropriate company-sponsored retirement plan for your business based on your specific objectives. 
  • Education Funding: Evaluate your options and create a strategy tailored to your goals.  
  • Insurance Planning: Help protect you with wealth transfer and long-term care. 
  • 401k Review:  Review your current options and asset allocation. 
  • Charitable Planning: Support your causes in the most tax-effective manner. 
  • Global Private Banking:   Premier lines of credit and Commercial Lending  


Next steps

Feel free to contact me to schedule an informational appointment at (952) 838-7006 or (800) 888-3246, or email:


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.

Dean Deutz, CFP®

Private Wealth Consultant

Bill Boehm

Wealth Management Consultant

Malia Haskins

Wealth Strategist

Judi Rana

Wealth Management Consultant

Bill Ringham

Director of Wealth Strategies

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Marc Goode

Credit Solutions Consultant

Let's start the conversation

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