Pfahl Klingeisen Group - RBC Wealth Management

Patrick Pfahl

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

218-728-8403

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Travis Klingeisen, AWMA®, CRPC®

Financial Advisor

218-728-8401

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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.

Griffin Geisler

Wealth Strategist

Griffin 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, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Malia Haskins

Wealth Strategist

Malia 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, Malia partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Bill Ringham

Director of Wealth Strategies

Bill 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, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Lindsay Strickland

Senior Portfolio Advisor

Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.

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.

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

Rowan Broyles

Vice President – Senior Banking Advisor

Rowan works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Rowan’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.

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