Lambert Dickson Stark & Harmsen Group - RBC Wealth Management

Lambert Dickson Stark & Harmsen Group

The Lambert Dickson Stark & Harmsen Group is an Institutional Consulting Group within RBC that specializes in providing independent consulting services for investment fiduciaries such as non-profit organizations and employee sponsored retirement plans in addition to comprehensive Wealth Management Services to individuals. To help ensure the highest level of service, we work collaboratively to help clients with the following:

help determine investment objectives and risk parameters
help develop an investment policy statement
determine an appropriate tactical and strategic asset allocation
recommend investment vehicles, including the hiring and firing of investment managers
monitor investment manager performance and we have the ability to have RBC Wealth Management provide custody.

It is important to note that we do not use proprietary investment vehicles, nor do we manage investments directly. Rather, we act as objective consultants that advise you on your overall investment program. We take pride in aligning ourselves with our clients and we receive no additional revenue from any of the investment managers we recommend.

Karl Lambert, CFA
Senior Vice President - Financial Advisor, Institutional Consulting Group

(612) 371-2886
karl.lambert@rbc.com

Karl uses his skills as a Chartered Financial Analyst to craft asset allocation strategies for our clients. Prior to joining RBC Wealth Management in 1988, he practiced as an attorney specializing in corporate taxation. He has a law degree from Georgetown University and an accounting degree from the Indiana University School of Business. He uses his education and experience to assist with the development of Investment Policy Statements and determine appropriate investment strategies and asset allocations.

Mike Dickson
Senior Vice President - Financial Advisor - ABM, Private Client Group
Institutional Consulting Group

(612) 371-7796
mike.dickson@rbc.com

Mike is an Accredited Investment Fiduciary® designee. This designation is administered by the Center for Fiduciary Studies and is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Mike combines an extensive background in private business enterprises - he was a founder and director of Zubaz - with a long history of community involvement. Since 1991, he has developed investment strategies for institutional and individual clients. He conducts extensive searches to find the best management firms for investors. He is committed to meeting the needs of our clients and helping them understand the investment process.

Ed Stark, CIMA®
Vice President - Financial Advisor, Institutional Consulting Group

(612) 313-1017
ed.stark@rbc.com

Ed is a former Captain in the United States Air Force and graduate of the Air Force Academy. He has managed 401(k) plans and advised institutional and individual clients since 1997. He is also licensed to carry the IMCA Certified Investment Management Analyst (CIMA®) designation. With a Master's of Business Administration degree from the University of Alaska, he serves the community as a board member of Merrick Community Services Foundation and Chairman of the Cretin High School Alumni Board.

Todd Harmsen, CAIA, CIMA®, CIMC®
Associate Vice President - Financial Advisor, Institutional Consulting Group

(612) 371-7966
todd.harmsen@rbc.com

Todd has been in the investment industry since 1993 and with RBC Wealth Management since 1999. He holds both the Certified Investment Management Analyst^SM(CIMA^®) and the Chartered Alternative Investment Analyst^SM(CAIA^®) designations. The CIMA^®designation is administered by the Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania; the CAIA Charter is the global mark of distinction in alternative investments. Todd brings extensive experience in the due diligence process and helps make research-based tactical asset allocation decisions for the team. Prior to joining the team, Todd worked closely with the Advisory Research Analysts and helped train financial consultants in the Institutional Consulting Process. Todd also has a Bachelor of Arts degree from the University of Minnesota.

Wendy Skarnes

Senior Investment Associate

(612) 371-7897

wendy.skarnes@rbc.com

Wendy began her career in the investment business over 25 years ago after graduating from the University of Duluth. Before joining RBC Wealth Management, she was an assistant vice-president of institutional sales at US Bank. She has extensive experience managing company retirement plans. She also works with numerous foundations and individuals. Wendy provides an exceptional level of service to our clients as she monitors the investment process.

Mai Her

Registered Client Associate

(612) 371-7898

mai.her@rbc.com

Mai graduated from The College of St. Catherine in 2006 with a degree in Financial Services and a minor in Financial Economics. She has been working in the financial services industry since 2004. Prior to joining RBC Wealth Management, she worked at Ameriprise Financial and New York Life Insurance Company. Her resourcefulness and problem-solving skills have been invaluable to our group. She is series 7 and Series 66 licensed.

Lisa Hanson

Registered Client Associate

(612) 371-2808

lisa.hanson@rbc.com

Lisa has been with RBC Wealth Management since 2000. She has a broad background in investment operations and client service. Her background allows her to provide clients with a high-level of client service and professionalism with respect to administrative matters. Lisa graduated from the University of Wisconsin Eau Claire with a degree in Management and is Series 7 and Series 66 licensed.