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.
Cyndy Ranzau
Wealth Strategist
Janet Engels
Senior Vice President, Director of Portfolio Advisory Group
Jordan Perschel
Credit Consultant
Aaron Gallardo
Trust Consultant
Matt Loftin
Wealth Planning Consultant
Megan Mayer
Divisional Retirement Plan Consultant
Michael Clark
Insurance and Annuity Consultant
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
Linda Scott
Vice President – Senior Banking Advisor