The Coronado Wealth Management Group - RBC Wealth Management - RBC Wealth Management

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.

Dana McDonald

Wealth Management Consultant

Dana spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Dana works diligently to address clients’ unique situations.

Cyndy Ranzau

Echelon Wealth Strategist

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

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean works 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.

Lindsay Strickland

Senior Portfolio Advisor

Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.

Brooke Dornbach

Fixed Income Business Development Professional

Brooke is a member of the Fixed Income Business Development team based in Minneapolis, where they help market taxable and tax-exempt bonds to both the Transactional and Advisory platforms. She works closely with advisors to assist with portfolio evaluation and construction, generate proposals, provide tax loss swap ideas, along with giving branch presentations featuring our best trade ideas across the fixed income market.

Jennifer Linder

Internal Wealth Strategist

As an internal wealth strategist, Jennifer is our subject matter expert in complex planning concepts and the tools that support our planning platform. She also assists advisors with effective client discovery, developing and monitoring wealth plans and planning presentations.

Andrew Burbank

Credit Solutions Consultant

Andrew partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. He provides recommendations on how the strategic use of credit can help clients meet a variety of wealth accumulation and liquidity management goals, including real estate purchases, bridge financing and refinancing existing high-cost debt.

Nuri Benturk

Corporate and Executive Services

As a member of Investment Banking Solutions, Nuri offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Sara Martinucci

Trust Consultant

As a trust consultant, Sara 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.