Testy McTestalot - 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.

Brian Greene

Wealth Management Consultant

A stable, safe, and sustainable global financial institution

RBC has proven to be consistently strong and stable with a high-quality balance sheet, proactive risk management, and a strong liquidity position. RBC’s financial strength and scale are levers that help us achieve greater results for our advisors. Experience the expertise of a leading global financial institution.

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

Approximately 101,000+ employees speaking over 100 languages serve more than 19 million clients worldwide
One of the world’s leading diversified financial services companies, providing personal and commercial banking, wealth management services, insurance, corporate and investment banking, and transaction processing services on a global basis
- Moody's Aa1 and A1/ stable⁴
- Standard & Poor's AA-² and A³ / stable⁴
- Fitch Ratings AA and AA+ / stable⁴
Additionally, RBC has a reputation of stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

2026 virtual call schedule

Thursday, February 19, 12:00 p.m. (CT)

Global Insight monthly market with Kelly Bogdanova, Analyst PCG Research Portfolio at RBC Wealth Management

Thursday, March 19, 12 p.m. (CT)

Roth conversion strategies with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, April 16, 12 p.m. (CT)

Money matters for young professionals with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, May 14, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, June 18, 12 p.m (CT)

Women in wealth with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, July 16, 12 p.m. (CT)

Beyond stocks and bonds: the world of alternatives with Thad Beller, Alternative Investment Consultant at RBC Wealth Management

Thursday, August 20, 12 p.m. (CT)

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 17, 12 p.m. (CT)

Market outlook and insights with Janet Engels, VP & Head of Global Investments at RBC Wealth Management

Thursday, October 15, 12 p.m. (CT)

Charitable giving and donor-advised funds with Antoine Burrell, Trust Consultant at RBC Wealth Management

Wednesday, November 18, 12 p.m. (CT)

Year-end planning with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, December 17, 12 p.m. (CT)

Borrow smart: lending strategies beyond the norm with Jon Scheriff, Wealth Management Banker at RBC Wealth Management

Client Strategies Team

Thad Beller

Alternative Investments Consultant

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

Michelle Gilly

Insurance and Annuity Consultant

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.