JASON BOWLES - Key Persons

Job Titles:

• Senior Investment Associate

Alyssa joined RBC Wealth Management in 1993. She received her bachelor's degree in business administration from the University of Minnesota Duluth and passed the Series 7 and 63 securities exams. Born and raised in the Twin Cities, Alyssa now lives in Jordan, Minnesota, with her husband, Jeff. She is a proud mom to Megan and Katie, who is attending the University of Wisconsin- LaCrosse. Alyssa enjoys snowmobiling, camping, boating and traveling with her family.

Job Titles:

• Senior Vice President - Branch Director, Senior Consulting Group

Jackie joined RBC Wealth Management in 1997. Prior to that she worked at both Dean Witter and American Express. Jackie graduated from the University of Minnesota. In 2019 she was named the Managing Director of RBC Wealth Management's Minnetonka branch. She holds the Certified Financial Planner and Retirement Income Certified Professional designations, along with the Accredited Wealth Manager (AWM). Born in Winona, Minnesota, she now live in Orono wither husband Jim and their two beloved English Retrieves, Angus and Frankie. They have three young adults, Henry, Maddie and Charlie, with their youngest going off to college, they just became empty nesters. Henry and Maddie followed their parents footsteps and attended/attend the University of Minnesota. Their youngest Charlie decided to forge his own path and is studying Finance at the University of Wisconsin/Madison. Jackie is on the board of RBC WAFA and loves to volunteer educating youth on finance with programs like Rock the Street Wall Street. In her "free time" she enjoys spending time with family and friends, entertaining, dining out, fitness and travel. Her greatest joy comes from meeting new people and having new experiences with the ones she loves.

Job Titles:

• Senior Financial Associate

Jeff started at RBC Wealth Management in 2014 and joined the team in 2015. He received his business degree from Metropolitan State University and holds the CERTIFIED FINANCIAL PLANNER™ designation. The multi-year CFP® program entails in-depth courses, training and comprehensive examinations in all areas of wealth planning, including investments, taxes, insurance, estate planning services and retirement planning. He passed the Series 7 and 66 securities exams. Jeff is also registered as a notary public in the state of Minnesota. He and his wife, Kylee, live in Waconia, Minnesota, with their new baby daughter Brooklyn Ramona. They also have two senior dogs, Bear and Lucy. Jeff traveled to Haiti twice through Healing Haiti. He is also active with his church and community. When not with family, Jeff can be found strolling down the middle of the fairway on a local golf course.

Job Titles:

• Client Associate

Molly is our most recent addition after interning for the team during the summer of 2020. She is a recent graduate from the University of Minnesota Duluth where she received a Bachelor of Business Administration degree in both wealth planning and finance. Molly lives with her parents, Martin and Jennifer, two sisters, Mackenzie and Maddie, and their beloved dog, Carmen, in her hometown of Hastings, Minnesota. She hopes to eventually move west of the cities and experience a new area of Minnesota. Molly has a strong passion for helping the cancer community. During her free time, she enjoys watching and attending sporting events, traveling and spending time with family and friends.

Job Titles:

• Senior Vice President - Financial Advisor, Senior Consulting Group

Tim entered the investment industry in 1995 and joined RBC Wealth Management in 1996. Tim holds a Bachelor of Science degree in marketing and biblical studies from the University of Northwestern, St. Paul. Tim was born in Northern Ireland and raised in Europe. A resident of the Minneapolis area since graduating from Eden Prairie High School, Tim lives in Edina with his wife, Brit, and is proud father to Conor, Quinn, Oliver and Rowan. Tim's interests include travel, snowboarding, golf and all things Irish. He is involved with Young Life, Youth With A Mission (YWAM), Hennepin Technical College and Hospitality House. He also is an elite kids flag football coach for Edina.

Job Titles:

• Vice President - Financial Advisor

Bill joined The Westside Group in 2022, following seven years in the Fixed Income department of RBC Wealth Management. His career at the firm started as an intern in the Managed Solutions Group, and he eventually transitioned into a full-time role in trading operations. Bill graduated from the University of Minnesota Duluth in May 2013 with a Bachelor of Business Administration degree in financial markets finance. He has earned Chartered Financial Analyst® designation from the CFA Institute. Bill resides in Minneapolis and enjoys all the local restaurants. When out of the office, Bill enjoys spending time on the lake and golf course in the summer, and snowmobiling in northern Minnesota during the winter.