Pacific Northwest - About our team

A team dedicated to help you succeed

RBC Wealth Management and its predecessor firms have proudly delivered wealth management services to individuals, families, municipalities, communities and companies of all sizes since 1909 — more than a century of serving our local communities, and helping our friends, families and neighbors reach their financial goals.

Through teamwork, integrity, quality service and leadership, the firm and its professionals have been fortunate enough to stay actively engaged in the success and growth of the people we work with each day, and the communities we work and live in.

Throughout the years, though our name has changed, our values have remained the same; to serve our clients and community with integrity.

Read more to learn about the team of individuals dedicated to helping financial advisors like you build and grow your business, while serving your clients and community with integrity.

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

Cyndy works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. She also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Jordan Perschel

Credit Consultant

Jordan works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Michael Clark

Insurance and 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.

Megan Mayer

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.