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 specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.
Joseph Hahn is a vice president and wealth strategist for RBC Wealth Management. Joseph works closely with RBC financial advisors and their high net worth clients across California, Arizona, Nevada and New Mexico. Using his experience in developing sophisticated strategies in the areas of wealth transfer, education funding, charitable giving, business succession, asset protection and tax minimization, Joseph helps financial advisors develop and analyze effective wealth management and transfer solutions for their clients.
Roger specializes in engaging clients in comprehensive financial planning and asset management. His overall goal is to enhance and support client-advisor relationships as well as offer advice on using insurance solutions to protect and transfer wealth tax-efficiently.
Divisional Annuity Consultant
As part of his responsibilities, Michael assists RBC Wealth Management financial advisors uncover opportunities to use annuities with their clients. Michael provides consultation on current annuity contracts that clients are holding either through RBC or other firms, and also gives product recommendations based on clients’ goals and objectives. He assists financial advisors in analyzing clients’ risk tolerance and investment/income goals, and choosing appropriate annuity products and strategies to best align with client goals.
Divisional Retirement Plan Consultant
As part of her responsibilities, Megan does extensive research into retirement plan providers. She also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. She is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.