About our team

Jordan spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Jordan works diligently to address clients’ unique situations.

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

As a trust consultant, Aaron 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. 

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

Tim is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients. 

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad 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.