Transcend Wealth Solutions Group

Andrew Shermoen, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

952-838-7007

Email |

Gregory Witt, AWM

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

952-838-7052

Michael Stellmaker, AWM

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

218-728-8429

Jess Troyak

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

952-838-8184

Email |

Curtis Carstens, AWM

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

952-838-7015

Email |

Cory Jackson, CFA®, MBA

Associate Vice President, Senior Business Associate

952-838-7071

David Kasowski

Senior Financial Associate

952-838-7070

Veronica Peters

Senior Client Associate

612-269-2518

Terri Lyons

Senior Branch Service Manager

952-838-7061

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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.

Bill Ringham

Director of Wealth Strategies

Bill serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Griffin Geisler

Wealth Strategist

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Grace Cramond

Credit Consultant

Grace works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. She accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.

Disclosures

Andrew Shermoen, NMLS # 1663698, Gregory Witt, NMLS # 1792485, Jess Troyak, NMLS # 1538503, and Curtis Carstens, NMLS # 1548853 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.