North Oaks - North Oaks team

Bill Boehm, AWM, CIMA®

Senior Managing Director - Complex Director

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®

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.

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.

Snezana Todorovic

Associate Wealth Management Banker

As an associate wealth management banker, Snezana assists the wealth management bankers in serving financial advisors and their clients with banking and lending needs.

Meet the North Oaks team

Kurt Bakken

Bill Boehm, AWM, CIMA®

Renee Woodford

Client Strategies Team

Dean Deutz, CFP®

Joseph McCullough

Snezana Todorovic