Richard Gress

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Rick utilizes the wealth management planning process by developing a meticulous strategy in three areas: asset, risk and legacy planning. A sound plan means nothing without attention to detail in design and implementation. Individual needs change and evolve, as do financial markets, and these changes must be addressed regularly. Since 1984, Rick has worked with affluent families that seek financial independence, enabling them to focus more on those areas that give their lives meaning and purpose. Working with clients’ legal and tax advisors helps ensure their family will be well provided for. A team approach is used for developing customized wealth management plans using world-class research and money managers. 

Rick is a graduate from the University of South Florida. In his leisure time, he enjoys all types of sports, sailing and spending time with his family.

Sarah B. Lodge, CFP®

First Vice President - Financial Advisor

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Sarah has extensive knowledge in retirement, mortgage, estate, education and asset allocation. While working for a large home builder in their mortgage department, Sarah realized she had a passion for helping people make the right financial choices to be financially independent. She became a financial advisor in 2006 and joined The Gress Lodge Group in 2008. In order to increase her knowledge, Sarah became a CERTIFIED FINANCIAL PLANNER professional in 2012. Her experience and education compliments Richard’s and allows the team to provide comprehensive wealth planning to our clients.

Sarah is a graduate from the University of Florida. She met her husband, Ryan, there and a few years after graduating they moved to Sarasota. They have three little children, RJ, Kelsey, and Taylor. In Sarah’s free time she enjoys boating, fishing, running, cooking and being with family and friends.

Angelina Gress

Financial Advisor

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Angie joined RBC Wealth Management in 2016, where she worked alongside senior financial advisors creating wealth plans. She utilizes her knowledge in RBC Wealth Management’s state-of-the-art planning software to provide comprehensive wealth plans for her clients. She realizes the importance of a tailored plan with the ability to adapt to changes in the client’s lifecycle. With RBC WealthPlan, she offers her clients financial confidence and stability. Angie passed the series 7 and series 66 exams.

Angie graduated from the University of South Florida with a Bachelor of Science in Finance and a minor in International Business. During college she dedicated part of her time to volunteering at a therapeutic riding center for children. There she was able to use her knowledge and love for horses to aid the program and help children excel in their therapy. In Angie’s spare time she enjoys riding and showing her own horses in the discipline Dressage, a passion she found at a very young age. Dressage taught her how important structure and attention to detail is. She also enjoys fishing, boating, cooking, and spending time with her family.

Liz A. Knighton

Senior Registered Client Associate


Liz Knighton started in the securities industry in 1981. She initially worked in operations and has a passion for customer service. In 1995, she became a registered sales associate after obtaining her Series 7 and 63 licenses. This enabled her to assist the team more and work closely with our clients. 

Outside of work Liz enjoys her pets and family. She also loves to read, sailing, and traveling.

Ellyn Shirk

Branch Service Manager/Registered Client Assoc


Ellyn joined RBC Wealth Management in 2015 as a Complex Operations Associate for the Baltimore Complex. She moved to the Florida Complex in 2017 and passed her FINRA Series 7 and Series 66 examinations. Ellyn graduated from The University of Tampa where she majored in Communication and Government and World Affairs. She previously worked for T. Rowe Price as a Retail Sales Specialist and a 529 College Savings Associate. In her free time, she enjoys spending time with friends and family.

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