Palos Heights - About the Palos Heights team

Teresa Soppet, AWM

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

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Qualifications

Teresa has served in the financial industry for over 25 years with a focus on investment management and investment counseling. She holds a Bachelor of Science in Business, has passed the Series 7, 63 and 65 exams and also holds her state life insurance license. Additionally, Teresa participate in RBC Wealth Management’s Portfolio Focus Program, where only a select group of RBC Wealth Management Financial Advisors are eligible.

In addition, Teresa holds the professional designation of Accredited Wealth Manager (AWM) sponsored through RBC Wealth Management and Michigan State University. Accredited by the Estate and Wealth Strategies Institute at Michigan State University, the coursework was designed in conjunction with the Academy of Multidisciplinary Practice, Inc. The Academy was founded by Robert A. Esperti and Renno L. Peterson, nationally and internationally recognized authorities in the fields of wealth, estate, and charitable planning for the highly affluent.

Personal

Teresa is a strong supporter of community responsibility and tend to favor the arts and organizations that contribute to the education of future generations. Activities include serving last fifteen years on the Board of Directors for Women Employed, a Chicago-based women advocacy organization whose mission is to improve the economic status and opportunity for women and remove barriers to economic equality . Also previously, served on the Board of Directors for Rush Hour Concerts, which provides free weekly concerts through their Summer Concert Series at St. James Cathedral, Hosts of Make Music Chicago, as well as Community Engagement Residencies at two of Chicago communities. Other community activities include serving on the benefit committee for the Renaissance Society at the University of Chicago; and past board of directors for a former Chicago art magazine.

Teresa resides in Palos Heights and has three children. Besides volunteering and being involved in the community, she enjoys reading, walking, and Chicago’s many arts and theater venues.

Tina Wilson, APP

Branch Service Manager/Senior Investment Assoc

708-364-2025

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Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Alex Ingalls

Wealth Management Consultant

Alex provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Alex also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Blake McKibbin

Wealth Strategist

Based in Des Moines, Iowa, Blake helps financial advisors in the firm’s Central division to understand their clients’ goals and determine appropriate strategies for the complex financial issues of high-net-worth clients. He focuses on wealth transfer planning—including trust and estate planning services as well as business succession, charitable and stock option planning. Blake joined RBC Wealth Management in 2018 after 11 years in the financial services industry.

John Panter

Credit Consultant

John 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.

Tom Nagle

Trust Consultant

Tom 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.

Bill Ringham

Director of Wealth Strategies

Bill 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. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

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.

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Ryan Knernschield

Vice President - Senior Banking Advisor

Ryan works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Ryan's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows him to develop effective recommendations that can complement a client's financial plan.

About our team