Roger Mehrer served clients with RBC Wealth Management, formerly Dain Bosworth, beginning in 1983. Over 40 years later Elle Stromberg, a CERTIFIED FINANCIAL PLANNERTM who joined him in 2000, and his son Phil, previously a banker with JP Morgan who joined the team in 2008, carry on the legacy. Based in Minnetonka, MN, the team has client relationships in 25 states with a primary focus on the Twin Cities area.

The Mehrer/Stromberg Group has refined and tested a rigorous process over many years of market and client experience to deliver investment strategies focused on disciplined growth and sustainable income, and tax considerate wealth transfer plans for high-net-worth families.

Elle Stromberg

Elle Stromberg, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

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Phil Mehrer

Phil Mehrer

Senior Vice President - Financial Advisor, Senior Consulting Group

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Daniel Jackson

Daniel Jackson

Registered Client Associate

Megan McFarlin

Meagan Mcfarlin

Client Associate


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