Client Strategies Team
With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.
Alex Lesyk
Wealth Management Consultant
Les Williams
Wealth Strategist
Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®
Echelon Wealth Strategist
Josh Mendelson
Wealth Management Banker
Cathy Walker
Trust Consultant
Amy Hauke
Alternative Investments Consultant
Susan Johnson
Fixed Income Business Development Professional
Kelsey Brink
Wealth Planning Associate
Wayne Baca, CFPA
Retirement Plan Consultant
Troy Randall
Insurance and Annuity Consultant
City National Bank banking advisor
City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.
CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994
Jeff Mariner
Vice President – Senior Banking Advisor
Contact us
Please fill in all the mandatory fields.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.