I help my clients successfully manage their wealth by forming relationships with them. These partnerships allow us to explore what my clients are striving for and identify their expectations and goals. This depth of knowledge allows me to make informed decisions and advise them on a personal, not formulaic basis. Collaborating with my clients makes them feel comfortable with the choices we make. I help them grasp the investment vehicles we utilize to accomplish their goals.

I firmly believe that diversification is the key to help mitigate risk. Depending on my clients' preferences we may utilize any number of investment vehicles including: individual equities, individual bonds, money managers and mutual funds, all picked and organized in conjunction with RBC Wealth Management.

RBC Wealth Management gives me access to wealth management professionals with unique areas of expertise who work with me to help my clients accomplish their objectives. Some of these professionals' specialty areas include: High Net Worth Wealth Strategies, Trust Services, Insurance, Retirement Plan Services, Credit & Lending and International Solutions. For fixed income solutions, I work closely with RBC Wealth Management's world-class San Francisco Bond Desk.

My approach integrates my clients' objectives into a personalized plan that can be updated as life changes occur. Together with my clients, I combine basic and sophisticated investment planning tools with professional resources to help match their goals with personalized solutions. My process includes:

  • Understanding Your Financial Objectives
  • Gathering Your Current Financial Information
  • Implementing Thoughtful and Creative Solutions
  • Providing Timely, Ongoing Service and Communication

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

Dean Deutz, CFP®

Echelon Wealth Strategist

Cyndy Ranzau

Wealth Strategist