How I serve you

I am convinced that financial success involves continually acting toward realizing your goals, as opposed to reacting to the daily headlines. With this in mind, my investment philosophy is grounded in goal-focused planning. The driving factors in the discovery process are to understand what my clients want to achieve and when, and what resources they have available to employ toward these goals.

The next step of my process is to design goal-focused solutions. I do this by selecting investment vehicles with high quality, disciplined money managers at the helm. I gravitate toward managers who demonstrate the use of a definable, repeatable process, and who do not drift from their stated discipline.

Once I have implemented a solutions strategy, my ongoing role is twofold: First, to counsel and guide client behavior in relation to achieving their stated goals. Second, to monitor the vehicles and managers used to get there for ongoing appropriateness. In a world of constant change, we strive to deliver a consistent approach to getting you where you want to go.

image of Theresa Huntley

Theresa J. Huntley, CSRIC®

Senior Vice President - Financial Advisor, Consulting Group

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image of Jennifer Elliott

Jennifer L. Elliott, APP

Branch Service Manager - , 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.


Wealth Management Consultant


Wealth Strategist


Wealth Management Consultant


Trust Consultant


Wealth Management Banker

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 Equal Housing Lender, NMLSR #536994


Vice President – Senior Banking Advisor