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.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Judi Rana

Wealth Management Consultant


Cyndy Ranzau

Wealth Strategist


Megan Mayer

Divisional Retirement Plan Consultant


Jordan Perschel

Credit Consultant


Aaron Gallardo

Trust Consultant


Roger Smith

Insurance Consultant


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 cnb.com Equal Housing Lender, NMLSR #536994

advisor

Vice President - Senior Banking Advisor


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