No matter where you are, no matter what you're doing,
you can rest assured that the Wheelock Investment Group
is always working for you.
Senior Vice President - Branch Director, Private Client Group
Senior Portfolio Manager - Portfolio Focus
Brad graduated Cum Laude from St. Cloud State University with an undergraduate degree in Finance. He currently serves on the University's Board of Trustees. In addition to the 20 hours of continuing education that he commits to each year, he holds the Series 7, 8, 63, 65 licenses and the Accredited Investment Fiduciary (AIF) designation.
Brad is a Board of Directors member of both the Central MN Community Foundation and the CentraCare Health System Foundation. (The CentraCare Health System includes a 479 bed hospital.) He's also a member of the St. Cloud Rotary Club, Central MN Estate Planning Council and a past Board Member of the March of Dimes, Stearns History Musem, Central MN Boy Scouts and the the Cathedral High School Foundation. In addition to raising his three children, along with his wife of 22 years, he takes great pride in mentoring youth as a Varsity High School Football coach. However, Brad says there is nothing he enjoys more than spending time with his family.
||Brad Wheelock has been recognized by Barron's as one of the Top 1000 Financial Advisors in the U.S.(2009, 2010, 2011, 2012, 2013).
||Wheelock has been named as a Financial Times Top 400 U.S. Advisor for 2013.
Senior Financial Associate
Greg has been in the Financial Services industry for 14 years, all of that time with RBC Wealth Management. He graduated cum laude from Southwest State University (Marshall, MN) in 1992 with a degree in Mass Communications and a Minor in Marketing. Greg recently spent time doing mission work in Kenya, Africa. Greg and his wife live in St Cloud with their four children. In addition to family time, Greg enjoys singing in church choir, reading, hiking, and family vacations.
Senior Financial Associate
Brian brings six years of industry experience to the team. He has both the CFP® and AAMS designations. Brian is originally from Alexandria MN and received his undergraduate degree in Business Economics and a minor in Finance from St. Cloud State University. He serves as the Chairman of the Board for the St. Cloud Area Sertoma Club and is the 2009/2010 Sertoman of the Year. Brian is also a member of the St. Cloud Young Professionals. In addition to community involvement Brian enjoys golf, racquetball and being outdoors. While there is plenty keeping him busy, Brian’s greatest joy comes from spending time with his wife and their two wonderful children.
Senior Registered Client Associate
Deb has been with RBC Wealth Management and a member of Brad’s team for 20 years. She has been in the Financial Services industry for 28 years. Deb holds a Series 7 and 66 securities license and has an Associates Degree in Computer Sciences. Deb, along with her husband and two children, have lived in Sauk Rapids for 15 years. She enjoys spending time with family, scrapbooking, reading, hockey and traveling.
Senior Client Associate, Branch Service Manager
Born and raised in the St. Cloud area, Lori has been working in the financial industry for 22 years, with 15 of those years at RBC Wealth Management. Lori is a graduate of St. Cloud State University with a degree in Elective Studies emphasizing in business. She currently is a school board member at her daughter’s school. She enjoys spending time with her husband and two daughters, biking, golfing and camping.
Introducing the Additional Members of Your Private Wealth Team
We have found that proactive collaboration with a team of internal and external experts leads to innovative solutions. As such, we coordinate a team of multi-disciplinary experts through our global network to create your Private Wealth team.
This team consists of professionals with designations in law, accounting and financial management.
Wealth Transfer Planning
Vice President -
Senior Wealth Strategies Consultant, Estate and High Net Worth
Before joining RBC Wealth Management in 2000, Bill spent 20 years in the financial services industry. Bill graduated from St. Olaf College, in Northfield, Minnesota, with a Bachelor of Arts Degree in Economics and from William Mitchell College of Law, in St. Paul, Minnesota, with a JD. In addition, he is Certified Public Accountant (inactive). Bill’s focus is on wealth transfer, including trust and estate planning, business succession planning, charitable and stock option planning. He works with clients’ attorneys, accountants and other professionals to implement strategies that meet clients’ financial objectives.
Wealth Transfer Planning Malia Haskins
Vice President –
Wealth Strategies Consultant/High Net Worth and Estate
Malia has been with RBC Wealth Management since 2004. After earning her B.A. from Luther College and her J.D. from William Mitchell Law School, she practiced law for six years. She has 12 years of experience in the financial services industry. If leaving a lasting legacy is important to you, Malia has teh ability to develop sophisticated estate planning strategies, using a range of techniques such as family trusts, grantor trusts, family partnerships and charitable trusts.
If you are a corporate executive, stock options and other employer stock plans often play a major role in total compensation. Malia can help you navigate the complex tax rules that many investors find challenging to liquidate and diversify these holdings.
And if you are a business owner, Malia can work with your professional advisors to help develop and implement a business succession plan, to gain liquidity and/or transfer ownership in the most tax-effective manner. She can also help you identify and coordinate the implementation of programs geared to retaining and attracting key employees.
Qualified Retirement Plans
Vice President –
Retirement Plan Consulting
Scott Rogneby can help you develop strategies and solutions for your ERISA or non-ERISA retirement plan needs – regardless of the size of your corporation or non-profit group. He has in-depth experience with analyzing an organization’s retirement plan needs and recommending appropriate vehicles, including 401(k), profit-sharing and defined benefit plans, and SIMPLE and SEP IRAs. Scott incorporates extensive research into retirement plan provider recommendations and he is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.
Scott has been with RBC Wealth Management since 1996 and has 11 years of previous experience in the financial services industry. He earned his B.A. from the University of Minnesota, and he holds the Accredited Investment Fiduciary designation.
Paul Fee, CLU, ChFC
Vice President -
Wealth Planning and Insurance Consultant
Paul Fee specializes in developing succession plans for families by employing insurance-based strategies and solutions to help you achieve your wealth transfer goals. Paul will also work closely with your financial and legal advisers to establish appropriate wealth planning and insurance strategies.
Paul has been with RBC Wealth Management since 1997. Previously, he spent 10 years in the financial services industry. Paul earned his B.A. from St. Mary’s University. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
International Investments and Estate Planning
John C. McLeod, TEP
Senior Manager International Services
John C. McLeod can help you create and implement customized international wealth management and estate plans. After nearly two decades of service to RBC clients from around the world, he has extensive experience using international trust and company structures, family and charitable foundations and other asset protection and succession strategies. In addition, he can assist you with private banking and credit arrangements, multi-jurisdictional strategies for investment management and other specialized solutions, such as captive insurance structures in closely held companies.
Mr. McLeod earned degrees in sociology and business from Dalhousie University in Halifax, Nova Scotia. He has also earned the internationally recognized Trust and Estate Practitioner designation from the Society of Trust and Estate Practitioners.
We understand the responsibilities and stress that often accompany wealth. By partnering with you to address the financial issues most important to you, we believe your Private Wealth team will deliver the high level of service you expect and deserve. Should you already have relationships with other professionals, such as accountants, attorneys or tax advisors, we will be happy to include them in the team approach we take to help you prepare for the future you want.
Services provided by RBC International Wealth Management are subject to their terms and conditions, including credit approval. RBC Wealth Management may receive compensation in connection with these services. RBC Wealth Management and International Wealth Management are trademarks of Royal Bank of Canada which operates under the brand name of RBC. RBC Wealth Management and International Wealth Management operate as separate businesses. RBC Wealth Management is a wholly owned indirect subsidiary of Royal Bank of Canada. International Wealth Management is a division of Royal Bank of Canada.
Professional Trustee services are offered to RBC Wealth Management, Inc. (RBC Wealth Management) clients by RBC Trust Company (Delaware) Limited (RBC Trust) and Comerica Bank & Trust, N.A., who serve as trustee. RBC Wealth Management and RBC Trust are subsidiaries of Royal Bank of Canada (RBC) which operates under the brand name of RBC Financial Group. RBC Wealth Management and RBC Trust operate as separate affiliated entities and are wholly owned subsidiaries of Royal Bank of Canada. RBC Wealth Management will receive compensation in connection with offering these services. Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee.
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. E/O/E