Kansas City - RBC Wealth Management

Mark Borcherding

Senior Managing Director - Complex Director

913-451-3516

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Tara Krouse

Vice President - Complex Assistant Manager

913-451-3514 913-242-1096

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.

Kim Sowers

Wealth Management Consultant

Kim spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary 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, Kim works diligently to address clients’ unique situations.

Joseph McCullough

Wealth Strategist

Joseph 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, Joseph partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean works 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.

Henry Richmond

Alternative Investments Consultant

As an alternative investments’ consultant, Henry is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Henry partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

John Panter

Wealth Management Banker

In the wealth management banker role, John acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Jessica Gieseke

Retirement Plan Consultant

Jessica is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

Jessica Harris

Wealth Planning Associate

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

Connor Ginley