Schardt-Jorgensen Group - RBC Wealth Management

About the Schardt – Jorgensen Group

Bret and Greg began their extensive partnership at Coastal Capital Markets (CCM) in 1998. By 2000 they were managing the retail brokerage operations for CCM and served on the board of directors. During their period of management CCM was named to the INC 5000 list as one of the fastest growing privately owned companies in America. CCM was purchased by Ferris Baker Watts in 2004, then Ferris Baker Watts was acquired by RBC Wealth Management in 2008. Through these transitions, Bret and Sue have remained in our Wilmington office. Greg left the coast to start the team's Charlotte office in 2005, eventually adding Kelly and later Brooke. We currently serve clients across the United States out of both locations.

Meet our team

The Schardt-Jorgensen Group offers over two decades of experience in the financial industry. We are a part of RBC Private Wealth, an ensemble of global resources and professional advice, designed to meet the unique needs of high-net-worth clients. Additionally, Bret and Greg are members of the Senior Portfolio Manager Group - Portfolio Focus, a group of advisors identified by RBC as having the experience, integrity and commitment to service to take full discretion over investment portfolios for their clients.

Greg Jorgensen, CEPA®, CPFA®

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

704-264-2781

Email |

Susan Sandstrum

Branch Service Manager, Senior Investment Associate

910-509-9550

Kelly Hughes, APP

Investment Associate

704-264-2799

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.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean 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. Dean 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.

Les Williams

Wealth Strategist

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

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

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz 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. 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.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh 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.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy 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.

About us