James Proctor, CFP®

Managing Director - Branch Director, Financial Advisor

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Jim has been in the financial services industry helping clients for over 30 years. A native Duluthian, he graduated from the University of Minnesota, Duluth in 1980 and started his career in Minneapolis at the IDS home office. Jim joined the Duluth office of RBC Wealth Management in 1984, and shortly thereafter, finished his studies to earn the CERTIFIED FINANCIAL PLANNER™ certification. From 1989-1998, Jim was with the Duluth office of Piper Jaffray where he earned the titles of managing director — investments, and assistant branch manager. In 1998, he rejoined the Duluth RBC Wealth Management office. Jim, his wife and three daughters are active volunteers. He has served as the President of Scottish Rite Foundation of Duluth for over 15 years. Jim is proud to have helped establish the Scottish Rite Clinic for Childhood Language Disorders as a stand alone clinic in Duluth, providing services free of charge to over 1,000 children.

Steven Patronas

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

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Steve has been a financial advisor at RBC Wealth Management since 1996. He is a graduate of the University of Minnesota — Duluth and lives in Duluth with his wife, Karin, and their four daughters. Steve is actively involved in the community serving on the board of directors for the United Way of Greater Duluth, United Day Activity Center (UDAC), Boys and Girls’ Club of Duluth Scholarship Foundation, The Scottish Rite Foundation of Duluth, Generations Health Care Initiatives, and the Duluth East High School Foundation.

Vincent Jones, CFP®, ChFC®

Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Vince joined RBC Wealth Management in 2008. He is a graduate with departmental honors from the University of Minnesota Duluth with a Bachelor of Business Administration in finance and organizational management. Vince is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®. Outside of work, Vince is active in the community, serving or having served on the Goodwill Vocational Industries Board, Human Development Center Foundation Board, Labovitz School of Business and Economics Financial Markets Program Oversight Committee, as well as serving in leadership roles for Lake Superior Lodge #349. Vince lives in Hermantown with his wife, Tara, and daughters, Amelia and Elin.

Dan Motschenbacher

Associate Vice President, Senior Financial Associate

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Dan is primarily responsible for trading portfolios and developing goal-based wealth plans. He began his financial services career in 1997 as a client service associate and joined RBC Wealth Management in 2011. Prior to joining the group, he was an assistant complex manager. Dan earned a Bachelor of Arts degree in economics from St. Olaf College and an MBA in finance from the Carlson School of Management. He holds the Series 7, 9, 10 and 66 securities licenses, and is also insurance licensed. Outside of work, Dan enjoys spending time outdoors and with his family. He lives in Duluth with his wife, two daughters and yellow Lab.

Karen Anderson

Senior Investment Associate

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Karen has been in the securities industry for more than 30 years, the first 13 in the operations area, including the position of operations manager at the Duluth branch of RBC Wealth Management. She joined Piper Jaffray with Jim Proctor as his sales assistant in 1989, and in 1998, accompanied him as he rejoined RBC Wealth Management, where she continues to work with him and Vince Jones. She holds the Series 7 license, and assists clients and financial advisors with a wide variety of tasks. A native Duluthian now living in Superior, Wisconsin, she is married with one daughter.

Alecia Mckay-Jones

Financial Advisor

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Alecia joined RBC Wealth Management in 2018. She is a graduate of the University of Minnesota. Professionally Alecia’s background is in sales and marketing and prior to joining RBC Wealth Management she worked in marketing for a heavy equipment manufacturer. She is a lifelong Minnesota resident and lives with her family in Duluth.

Shelly Binsfield

Senior Client Associate

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Shelly joined the securities industry in 1984 with Piper Jaffray & Hopwood, Inc. where she worked in the operations area as secretary, cashier, wire operator and sales assistant. She transferred to the Two Harbors branch office for a few years before returning to Duluth. She joined RBC Wealth Management in 2004 and works with Steve Patronas. Shelly and her husband Curt are Duluth natives and have two daughters & three grandchildren.