Joe DiVito, AIF®, AWM, CFP®, CIMA®, CRPS®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

602-381-5340
Email | |

David DiVito, CFP®

Financial Advisor

602-381-5302

Michelle Cunningham

Senior Registered Client Associate

602-381-5343

Chelsea Wilson

Investment Associate

602-381-5319
Email |

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.

Bill Ringham

Director of Wealth Strategies


Dean Deutz, CFP®

Private Wealth Consultant


Roman Kozak

Retirement Plans Senior Consultant


Malia Haskins

Wealth Strategist


Roger Smith

Insurance Consultant


Mike Pritts

Wealth Management Consultant


Aaron Gallardo

Trust Consultant


Megan Mayer

Divisional Retirement Plan Consultant


Yaron Ben-Yohanan

Investment Banking Liaison


Let's connect today

We would value the opportunity to discuss how we can help strengthen your financial future. Contact us today.

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Working with Sam Olson, CFP®

Sam is a senior internal wealth strategist for RBC Wealth Management. Based in Minneapolis, he serves as a resource for the Wealth Strategies group to assist financial advisors in gaining an understanding of their clients’ financial objectives, gathering information and determining strategies for complex financial and wealth management issues for high-net-worth clients.

Sam helps financial advisors develop appropriate wealth management solutions for clients in the areas of estate planning services, business succession, retirement planning, stock option planning, charitable giving, education funding, wealth transfer and asset protection.

Sam joined RBC Wealth Management in August 2017. Prior to that, he gained significant experience working with high-net-worth clients and family offices to develop and implement wealth transfer strategies for business and estate succession. Sam has been in the financial services industry since 2006, after finishing graduate school with a master’s degree in business administration from the University of St. Thomas. He received his undergraduate degree in finance from St. Cloud State University. Sam is a member of Twin Cities Estate Planning Council, is a CERTIFIED FINANCIAL PLANNER™(CFP ®) professional and passed the Series 7, 63, and 6 securities exams.