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.




image of Bret Schardt

Bret Schardt

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

image of Greg Jorgensen

Greg Jorgensen, CEPA®, CPFA®

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

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image of Susan Sandstrum

Susan Sandstrum

Branch Service Manager, Senior Investment Associate

image of Kelly Hughes

Kelly Hughes, APP

Investment Associate


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.


Echelon Wealth Strategist


Wealth Strategist


Wealth Management Banker


Trust Consultant