Over the past 25 years, our team has developed a strong specialization in delivering sophisticated investment solutions for individuals and families with highly complex financial lives. We advise, guide, and motivate our clients to implement strategies that help simplify their lives, as well as focus on growing and preserving their capital. Our team works in concert with our clients' other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions that support all of their financial goals.

The Schmiel Wealth Management Group maintains offices in Kirkland, Washington and in Minneapolis, Minnesota where the RBC US Corporate headquarters is based. This provides us with a competitive advantage for access to market information and the backing of our firm’s resources.

Julie A. Schmiel, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Tiffany Leavitt

Sales Assistant 3


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.

Bill Ringham

Director of Wealth Strategies

Dean Deutz, CFP®

Echelon Wealth Strategist

Cyndy Ranzau

Wealth Strategist

Griffin Geisler

Wealth Strategist

Aaron Gallardo

Trust Consultant

Farin Phillips

Wealth Planning Associate

Matt Loftin

Wealth Strategist

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