Mission statement
We partner with successful individuals, families and businesses to tailor a plan that goes beyond investment portfolios. Our approach focuses on providing strategies to help our clients accumulate, protect and transfer wealth so they can pursue their life passions and time with family and friends.

Gregory Witt, AWM

Vice President - Financial Advisor, Accredited Wealth Manager

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Greg recognizes the unique financial challenges that families and businesses face, including having adequate and secure income through retirement, as well as creating a plan that ensures a smooth transfer of wealth to future generations. He is dedicated to finding innovative solutions to help families and businesses achieve their goals, and appreciates the trust his clients have placed in him.

For over 35 years, Greg has provided professional investment consulting and advisory services through RBC Wealth Management and its predecessor companies. He holds a Bachelor of Arts degree in philosophy from the University of Minnesota. He has also completed advanced training in the Accredited Wealth Management (AWM) program and serves as portfolio manager in the RBC Wealth Management Portfolio Focus program. In addition, Greg provides investment strategy and portfolio construction support to the Transcend Wealth Solutions Group of RBC Wealth Management.

Greg is a native of Minnesota and lives in the western Twin Cities with his wife, Harriet. He enjoys spending time with his two children and five grandchildren. He also enjoys playing golf and other fitness pursuits, having competed in several middle-distance (5K and 10K) runs and sprint triathlons. He also remains active in the community through his church, St. Mary’s Greek Orthodox Church of Minneapolis.

Andrew Shermoen, AWM

Senior Vice President - Financial Advisor, Consulting Group

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Since 2000, Andy has been working in the financial services industry with RBC Wealth Management and its predecessor companies. In 2002, he left the finance and accounting department to become a financial advisor, and the change provided him a career that he is incredibly passionate about. Andy is committed to helping people find solutions to improve their financial future and dedicated to the stewardship of resources entrusted to his care. In addition to working with individuals and families, he has experience in advising business owners, professional groups, foundations and endowments.

Andy graduated with a Bachelors of Arts degree in accounting and management information systems from Augsburg College in Minneapolis, Minnesota. In addition to completing the curriculum required to be a financial advisor, Andy has advanced his educational background through several training programs, including passing his Certified Public Accountant (CPA) exam and the Accredited Wealth Management (AWM) program.

Born and raised in northern Minnesota, Andy resided in the Twin Cities for 15 years before his family moved back north to Grand Rapids, Minnesota. He now splits his time between the Edina and Grand Rapids offices to better serve clients in the northern part of the state. Andy and his wife, Kelly, have four boys: Will, Charlie, Sam and Louie. He is an outdoors and sports enthusiast who values spending time with his family and being active in the community.

Tammy Higgins

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

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As a financial advisor, Tammy has a passion for helping people live a better life and believes in going above and beyond to exceed client’s expectations. She comes from a long line of educators and utilizes that background to enhance the approach she takes with clients. Tammy believes through education—and by making the complicated simple—she can help clients feel more informed and confident about the decisions they make regarding their wealth. Her mission is to help people organize and plan so their financial decisions have a positive influence on their lives and the lives of their families for generations to come.

Tammy has always had a passion for helping people and has come to realize one of the most powerful ways to impact others’ lives is by helping them achieve financial security. This realization motivated Tammy to complete her Bachelor of Science degree in business, with an emphasis in finance, from the University of Phoenix. She has been a part of RBC Wealth Management since 2007, when she started as an investment associate before transitioning to a financial advisor. Tammy is currently working on her CFP® certification.

A native of Minnesota, Tammy lives in Prior Lake with her husband, Nate, and their daughters, Avari and Rilyn. She enjoys giving back and serving her community and she is an active member of the Prior Lake Rotary and the Prior Lake Chamber of Commerce. In her free time, Tammy enjoys yoga, skiing, reading, coaching gymnastics and, most importantly, spending time with her family and friends.

Brenda Geier

Senior Investment Associate

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Brenda began her career in the investment industry in 1983 working with a national investment firm. Through her extensive experience and continued education, she has developed a broad knowledge in nearly all areas of the financial services industry. Her areas of expertise include operations, management, client relations and the operational elements needed in the wealth management planning process.

In Brenda’s current role as senior investment associate, she is instrumental in helping clients with all aspects of their day-to-day operational needs. As a key member of the team, Brenda works to provide world-class service for all of the team’s clients. This includes providing creative solutions to the operational challenges often demanded by each client’s unique, and sometimes complex, wealth management needs.

Brenda provides the important “go to” person role by fielding client calls, processing security orders, handling compliance oversight, obtaining necessary forms and paperwork, coordination of needed cross-communication with other professionals (such as accountants and attorneys), annual retirement plan requirements, and trouble-shooting problems when they arise with any of the team’s clients. Brenda’s key strengths are attention to detail, follow-through and “world-class” customer service.

In 2010, Brenda received the RBC Financial Group Award of Excellence, an achievement recognized firm-wide at RBC Wealth Management.

Brenda has passed her Series 7, 9, 10, 63 and 65 exams.

Jenna Shermoen

Registered Client Associate

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Jenna joined Transcend Wealth Solutions Group in June 2018. She brings a fresh perspective to our planning process through leveraging technology to enhance client experience. Among Jenna’s responsibilities are serving as the proactive liaison between clients, team members, and specialists across the firm. She excels at building relationships and creating a personable atmosphere for servicing each individual client.

Jenna is a graduate of Bemidji State University, where she received a Bachelor of Science degree in economics. She has passed her Series 7 and 66 exams and holds life, accident, health and long-term care insurance licenses. Away from the office, Jenna enjoys traveling, spending summer weekends at the family cabin, reading and being active in the Twin Cities community.

Contact

Transcend Wealth Solutions Group

952-838-7000
twsg@rbc.com