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

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

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Joe has been managing assets for some of Arizona’s most affluent families and institutions since 1992. His drive has led to being a nationally recognized leader in the profession.  He’s consistently ranked one of the Top Wealth Managers in the U.S. in The Wall Street Journal, Forbes and Barron’s Magazines. During his time at UBS, he was a member of the UBS Global Circle of Excellence, a qualitative measure of the top 75 advisers in the US and top 225 in the world. At RBC Joe has consistently been a Chairman’s Council level advisor, maintaining excellence in all aspects of his practice. Being a board CERTIFIED FINANCIAL PLANNER™ (CFP®), Investment Management Analyst (CIMA®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Specialist (CRPS®) and a Business-Finance graduate from Arizona State University he assures clients he won’t be outdone in professional education. He has written several pieces and spoke at several events during his career.

His wealth management practice focuses on a holistic approach to wealth management, retirement plan consulting, wealth transfer, risk management and estate planning. He began his career at Morgan Stanley before moving to UBS in 1998, and in 2009 joined RBC Wealth Management. He joined RBC because of their financial stability in the midst of the great recession. Joe focuses on his client’s specific financial goals using a consultative process hiring world-class private and public asset managers. Efficient asset management is the core of his practice.

He’s a fifth generation native Arizonan and is passionate about giving back to the community. He donates his time and resources to several local charitable organizations. He is a class XIV graduate of Scottsdale Leadership and has held several board positions with local non-profits. Joe cherishes his time with his wife Jinger and son Cooper especially outdoors or at their cabin.  Joe is an avid hiker, races anything with a motor, plays the guitar terribly and enjoys fly-fishing when he can break away.

David DiVito, CFP®

Financial Advisor


David began his career in 1996 under the consulting arm of Arthur Andersen, where he spent several years evaluating financial controls and assisting Fortune 100 companies with complex financial cases for litigation support. As an entrepreneur, he and his partners launched a financial software consulting firm that was subsequently sold to a publicly traded company.  Prior to joining RBC Wealth Management he was a member of the executive team for a full-service outsourcing company where he oversaw the organization’s business development, marketing, technology, solution implementation and transitions departments. 

David holds a Bachelor of Science degree in Accountancy from MacMurray College in Jacksonville, IL where he played Soccer and Tennis and received Adidas All-Midwest Region All-American Scholar Athlete honors in 1994. In 1995 David earned a Master of Accountancy degree from Arizona State University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Life/Health Insurance license, as well as the Series 7 and 66 securities licenses.

Away from the office, David enjoys a busy schedule with his wife and their three boys. David volunteers his time and effort with multiple organizations that introduce children to the outdoors. He is also known as "Coach" by the children on his boys' soccer and baseball teams.  David is an Arizona native and enjoys spending time as a family outdoors camping, hiking, or riding dirt bikes.

Michelle Cunningham

Senior Registered Client Associate


Michelle began her career in the hospitality industry in 1989 where she held several management positions. She later joined an aviation company where she was the Director of Marketing. She transitioned into the financial services industry in 1999 as a Registered Associate with Morgan Stanley. In 2005, Joe recruited Michelle to join his team. Since then she has been responsible for all operations, workflow processing and client service. Michelle holds the Series 7 and 63 securities licenses. 

Michelle grew up in Kentucky before relocating to Arizona. She stays very busy with her two children and their many activities. She enjoys spending time with them outdoors, camping and hiking.

Chelsea Wilson

Investment Associate

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Chelsea is the newest member of the team, having joined in 2016.  She grew up in an agricultural family in Eastern Washington and began her career in the financial services industry with U.S. Bank in 2012.  Prior to joining RBC she was an Investment Service Specialist with MassMutual.  Chelsea is our client service liaison which includes; account maintenance, client support and new account processes.  

Chelsea earned a Bachelor of Arts from Washington State University's School of Business in 2012.  She holds the Series 7, 63, and 65 securities licenses.  She enjoys traveling with her family and hiking with her dogs.

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

Joseph Hahn

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

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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.