Who we are
RBC Wealth Management is one of the leading wealth management firms in the world. We work with foundations, corporations, government institutions but mostly families and people just like you.
When you select us as your advisor, you select a team of professionals at the local level as well the expertise of our offices through out the country and the world.
I am an Accredited Wealth Manager, First Vice-President - Financial Advisor. I am also fortunate enough to be the Branch Director of the Cheyenne Office.
I partner with two colleagues in order to provide the best possible advice and service.
Diane White is a First Vice President and Financial Advisor who is also a member of the RBC Consulting Group. With more than 30 years of experience she has developed a keen insight that is beneficial to clients. We work together on several Foundation and Endowment accounts as well as specialized individual accounts.
Peter Kline and I also work on accounts together. Peter is a Financial Advisor and Certified Financial Planner. He has been with RBC since 2016 and before that worked at Fidelity Investments. He holds his MBA degree from Willamette University. Peter's specialty is financial and retirement planning as well portfolio construction.
Our Branch Service Manager and Senior Registered Client Associate is Cassandra Driver. Cassandra is fully registered and will be a trusted friend, handling concerns or questions pertaining to the administrative aspects of your accounts.We currently manage over $ 200 million of assets for our clients.
My wife Beth and I raised our family in Cheyenne and our sons are now spread across the country. Sam is a musician in Nashville. Andy is a Gunnery Sergeant in the Marine Corps and Pete is an attorney in Cheyenne. We are fortunate to also have two adventure filled grandchildren.
We have always believed in supporting community efforts. I have been a board member and president or chairman of The Cheyenne Greater Chamber of Commerce, Cheyenne LEADS, Cheyenne Regional Medical Center, Laramie County United Way, The Cheyenne Schools Foundation and The Cheyenne Sunrise Rotary Club. I am currently serving on the Cheyenne Family YMCA Board of Directors and a member of the Action and Advocacy Committee of the Chamber of Commerce as well as the Treasurer for the Unitarian Universalist Church of Cheyenne and a member of the Wyoming Outdoor Council.
Enjoyment of the outdoors is a big deal. Hiking, skiing, early morning golf or hanging out near a lake or an ocean or a mountain are just a few of the pursuits that keep life moving.