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

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

425-739-1134
Email |
425-889-0151

Julie provides innovative investment solutions and counsel to affluent individuals, families and institutions. She has more than 25 years of investment strategy, trading and portfolio management experience in the financial industry. Along with her team, Julie provides holistic wealth management services, featuring personalized wealth planning, a disciplined asset management process and fee-based solutions.

Julie earned her Bachelor of Arts degree from the University of Michigan and has worked in the financial services industry since 1989. She began her career as a financial advisor at RBC Wealth Management in 1991. In 2007, she earned her Accredited Wealth Management designation through RBC Wealth Management in conjunction with the Estate and Wealth Strategies Institute at Michigan State University.

In her free time, Julie enjoys tennis, hiking, reading and spending time with her husband and twin sons.

Alicia Luther Toms, CFP®

Financial Advisor

612-371-7264
Email |
612-371-2722

Alicia provides comprehensive wealth management, including retirement planning, educational funding, insurance planning services and investment management. Along with her business partner and team, Alicia designs and implements customized wealth management plans that can be updated as life changes occur.

Alicia has obtained the CERTIFIED FINANCIAL PLANNER™ certification. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning, including investments, taxes, insurance, estate and retirement planning.

Alicia earned her Bachelor of Arts degree from the University of St. Thomas and has worked in the financial service industry since 2009. She and her husband welcomed a daughter in 2019. In her free time, she enjoys cycling, boating and traveling.

Chris Mills

Senior Financial Associate

425-739-1119
206-495-0781

Chris works closely with clients on portfolios reviews, asset allocation, investment ideas, planning questions and complex client solutions. She is an integral part of creating and maintaining client wealth plans, as well as educating clients on the elements of the process.

Chris is a graduate of the University of Washington with a Bachelor of Arts degree in communications/public relations. She passed the Series 7, 63 and 66 exams and started in the financial services industry in 1990 with firms such as Ragen MacKenzie, Kemper Securities and Piper Jaffray. Chris joined RBC Wealth Management in 2006. She is a two-time recipient of the RBC Wealth Management Award of Excellence, recognized in both 2009 and 2014 for her efforts in providing outstanding client service.

A longtime Pacific Northwest resident, Chris currently calls Mukilteo, Washington home. In her free time, Chris enjoys swimming, running, hiking and playing soccer. She has two daughters, Claire and Natalie.

Bonnie Whittendale

Investment Associate

425-803-2512
425-889-0151

Bonnie provides a high level of communication and personal attention to each of the Schmiel Wealth Management Group’s clients. While playing a key role in handling administrative duties, she ensures quality service and accuracy of client information and reporting. She prides herself on her dedication to the group and continued effort to build personal relationships with each client. Bonnie is a key component in ensuring the group runs smoothly and efficiently. Bonnie started in the financial service industry in 1985 and joined the team in 2008. She passed the Series 7 and 63 security exams, and has her insurance license for life, disability, variable life and variable annuities.

Bonnie and her husband, Steve, have two sons, Michael and Austin. Outside of work, Bonnie enjoys hiking, boating, being outdoors and traveling with her friends and family.

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.

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Bill Ringham

Director, Private Wealth Strategies


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Greg Steiger

Wealth Planning Consultant


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Dean Deutz

Private Wealth Consultant


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Cyndy Ranzau

Wealth Strategist


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Griffin Geisler

Wealth Planning Consultant


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Aaron Gallardo

Trust Consultant


Contact

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