Lee DeRose, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

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Brandon Dill, AWM

Investment Associate, Advanced Wealth Manager


Michael Lindeman

Senior Registered Client Associate


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.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Judi Rana

Wealth Management Consultant

Cyndy Ranzau

Wealth Strategist

Megan Mayer

Divisional Retirement Plan Consultant

Jordan Perschel

Credit Consultant

Aaron Gallardo

Trust Consultant

Roger Smith

Insurance 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


Vice President - Senior Banking Advisor