Poulin Financial Group - RBC Wealth Management

David Poulin, CIMA®, CPWA®

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

617-725-1738

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Anthony Giordano, CFP®, CPFA®

Senior Vice President - Financial Advisor, Portfolio Director Group

603-380-2293

Jeffrey Maslanka, APP

Senior Registered Client Associate

617-725-1719

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.

Dan Sullivan

Wealth Strategist

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

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz 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. Liz 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. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

John Runge

Insurance and Annuity Consultant

As an insurance and annuity consultant, John specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

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 to present at client seminars.

Michael Clark

High-Net Worth Annuity Consultant

Michael is a high-net-worth annuity consultant who specializes in helping financial advisors and their clients utilize annuity strategies as part of our holistic, goals-based wealth planning approach.

Darren Roberts

As an alternative investments’ consultant, Darren is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Darren partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

Tom Nagle

Trust Consultant

As a trust consultant, Tom 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.

Grace Bumpus

Wealth Planning Associate

Grace's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Grace assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Paul LaVarta

Wealth Management Banker

In the wealth management banker role, Paul acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

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