The Sterling Wealth Management Team - RBC Wealth Management - Wayzata, MN
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Email Us | (952) 261-3584








The Sterling Wealth Management Team
The Sterling Wealth Management Group, based in Wayzata, provides wealth management solutions designed to help you pursue your unique financial goals. The team consists of five highly-skilled and experienced investment management professionals who are dedicated to delivering the highest level of education, service and communication to you. As their client, the group will work to build and maintain a strong relationship with you, based on quality service and knowledgeable investment guidance.


Rick J. Sterling
Senior Vice President - Financial Advisor, Consulting Group

(952) 261-3584
rick.sterling@rbc.com

As the team's lead partner, Rick has more than 15 years experience providing financial services. He focuses on personal and business investment planning, including estate planning strategies and charitable giving. He also specializes in providing advisory and brokerage services to clients seeking retirement planning solutions.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.




Justin R. Baker, CFP®
Associate Vice President — Senior Financial Associate

(952) 261-3565

Justin focuses on developing goal-oriented investment strategies designed to help you meet your current needs and future objectives. He also manages the team's research capabilities. Justin earned a Bachelor of Arts in finance from Augsburg College, as well as the prestigious CERTIFIED FINANCIAL PLANNER™ certification from The American College. He and his wife, Alanna, live in North Branch with their two sons, Jack and Cohen.


Kristin M. Klein
Investment Associate

(952) 261-3590

Kristin brings nearly 15 years of experience in financial services to her role which is to help serve your account and ensuring that all regulatory procedures are followed correctly for your benefit. Kristen earned a Bachelor of Arts in economics from the University of Minnesota and is also a registered investment assistant. She and her husband, Paul, live in Minneapolis.


Diane Johnson
Senior Investment Associate

(952) 476-3545

Diane has over 23 years of experience in the financial services industry. She is fully licensed and well-versed in the operational side of the business. Diane and her husband live in Bloomington.



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05/21/2012
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