INTER ALIA - Key Persons
Aimee began her career in 1996 at Smith Barney in San Diego. In 2006, she relocated with her family to Portland Oregon and began working at the Smith Barney office in Portland. Aimee has been working at RBC Wealth Management since 2012; she has passed the Series 7, 63 and 65 license exams. Away from work, Aimee is kept busy with her husband Matthew, and their three children; Nate, Andrew, and Cambria.
Cyndy 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, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Senior Registered Client Associate
Debbie has been in the financial service industry since 1986. She joined RBC Wealth Management in 2021, where she utilizes her knowledge and broad range of industry experience to assist clients with a wide array of administrative and service needs.
Debbie earned her Bachelor of Arts degree in sociology with a minor in criminology from the University of Utah in Salt Lake City. She is originally from Utah, but was raised in California and made her home in Arizona for 12 years. In January 2020, Debbie moved to Oregon to join the team.
An avid sports enthusiast, Debbie loves football and is a committed spectator of all sports. Her hobbies include golf, biking and spending as much time as possible with her four-legged friend, Annie. She lives in Oregon City with her partner, Gary.
Job Titles:
- First Vice President - Financial Advisor
Katrina works closely with individuals and multiple generations of families, helping them discern their financial goals and pursue those objectives with care and efficiency. Her goal is to help simplify clients' financial lives so that they can spend time doing what they enjoy most.
An engaged listener, Katrina seeks to understand the unique circumstances of each client and family. Following a disciplined planning and investment process, she applies her knowledge and insights to assist with pursuing meaningful goals and financial milestones. Katrina offers an instinctive understanding for people and their needs. She takes great satisfaction in being helpful and proactive.
Katrina's areas of focus include pre- and post-retirement planning, cash flow analysis and budgeting, tailored investment management, risk assessment and next-generation stewardship. Katrina believes that one of her differentiating skills is her ability to listen to clients, synthesize their priorities and translate that input into a concrete plan for moving forward. She relates well to clients from diverse paths and life stages, helping clients-and often their beneficiaries-define what they want to achieve with their wealth, both for themselves and the people they love.
Katrina joined RBC Wealth Management in 2021. Prior to RBC Wealth Management, she started in a management support role at Merrill Lynch in 2011, moving to a financial advisor role in 2014. She earned her Bachelor of Science degree in commerce, graduating with honors from Santa Clara University.
Katrina lives in Camas, Washington, with her husband, Garret, and their two young sons. In her free time, she enjoys spending time outside with her active family and visiting with good friends.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
A third generation financial advisor, Larry began his career in 1980 with EF Hutton after graduating from the University of Oregon. Over the years he has studied continually to maintain a deep understanding of the challenges of asset protection, asset allocation, retirement planning and estate planning in changing economic environments.
Larry completed the Accredited Wealth Manager (AWM) Program, a professional designation specifically designed for RBC Wealth Management in partnership with the Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Management Strategies Institute at Michigan State University. This exclusive program builds on the fundamentals of wealth management - our methodology for helping you accumulate, protect, enjoy and transfer your wealth - with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives.
Matt 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, Matt partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Senior Registered Client Associate
Mimi began her career in financial services in 1995. With more than 25 years of industry experience, she has extensive knowledge of a broad range of topics and is committed to providing thorough and efficient service. She has built long-standing relationships with our clients and leverages her deep understanding of the resources and capabilities offered by RBC Wealth Management and our team to the benefit of clients.
Mimi received a Bachelor of Science degree in business finance from Portland State University. In her free time, she enjoys spending time with friends and family, travelling, trying different restaurants and seeing Broadway musicals. As a native Oregonian, Mimi has lived in Portland her whole life.
Job Titles:
- Founder
- Leader
- Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus
Patrick Cummings is a founder and leader of the team, and works to help clients deploy, grow and transfer their wealth more effectively.
Entrepreneurial by nature, Patrick works extensively with business owners who find that the management of their financial affairs has taken on a scale and complexity that they had not anticipated. He is adept at unwinding the intersection of an entrepreneur's personal and professional finances, encompassing multiple areas: cash flow analysis, pre- and post-liquidity event strategies, business succession planning, tax-sensitive investment management, credit and lending and trust and estate planning services. His first-hand experience in catering to an accomplished clientele has heightened his ability to help clients capitalize on opportunities, evaluate significant decision points, and advance steady progress toward their unique goals. He offers a deeply ingrained work ethic, capable team leadership and a forward-looking perspective.
Patrick has garnered national recognition for his work. Forbes distinguished him as one of the Best-In-State Next-Generation Advisors in 2021 and one of America's Top Next-Generation Wealth Advisors in 2019.** He believes this recognition reflects the exceptional caliber of the clients he serves and the teammates with whom he collaborates.
Patrick joined RBC Wealth Management in 2021. Prior to RBC, he spent 17 years at Merrill Lynch. His tenure and continuity have amplified his ability to connect clients to the capabilities that align with their distinctive needs. He earned his undergraduate degree in Spanish literature from Vanderbilt University. Committed to professional excellence, Patrick is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Patrick lives in Portland with his wife, Chelsea, and their two children. In his free time, he serves on the Mt. Hood Ski Patrol. His hobbies also include mountain biking and fly fishing, which he finds both infuriating and enjoyable.
Job Titles:
- Branch Service Mgr / Sr Registered Client Assoc
Rachel began her financial services career in 2005 with Bank of America, later joining the team in 2015. Rachel's primary focus is on making sure our clients have an excellent experience working with our team. As part of that role, she proactively reaches out to our clients to confirm they are hearing from us when and in the manner they prefer. She is also very tech-savvy and is our clients' first stop for assistance with our online capabilities.
Rachel has said that "the most important thing to me is helping to confirm every client receives the highest level of service." It is this positive, proactive attitude that our clients really love about working with her.
Rachel and her husband, Cole, both grew up in Bend, and now reside in Portland with their daughter, Brooklynn. They love to travel and visit new places as often as possible.
Job Titles:
- Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
Rob recognizes the singular nature of each client's situation-his or her goals, needs, interests and concerns. Attuned to this individuality, he looks to craft a tailored wealth strategy that reflects the distinctive circumstances of each relationship. In keeping with this aim, Rob spends significant time learning about the clients he serves, so that he can better address their unique objectives and align their investments with their personal and professional goals. He offers hands-on experience in multiple aspects of wealth management, from investment strategy and risk analysis, to retirement planning, wealth transfer and lending.
Rob has extensive experience advising individuals who are nearing-or already in-retirement. His areas of focus include long-term planning, cash flow analysis, portfolio strategy and down-side risk mitigation. Having guided a number of individuals and families over the course of his career, Rob draws on the practices that have proven effective for similarly situated clients. He strives to support families in making informed decisions about their wealth, so that they can circumvent the pitfalls of an emotional or reactionary approach. A strategic thinker, Rob enjoys helping people simplify complex problems, laying out a clear path to pursue each client's goals through concrete steps and collaboration.
Rob joined RBC Wealth Management in 2021. Prior to RBC Wealth Management, Rob's practice started at Merrill Lynch in 2001. An effective team leader, Rob is skilled in connecting clients to a capable professional network, both inside and outside the firm. He recognizes the importance of designing a unified strategy that encompasses multiple aspects of a client's personal and professional wealth. To advance this goal, he maintains close communication with a client's external tax and legal advisors, as appropriate. He earned his bachelor's degree from Colorado Mesa University.
A sports enthusiast, Rob is an avid golfer. He also loves to travel and share ideas about great destinations. He and his wife, Susie, live in Portland, where they raised their adult twin daughters.
Robert helps families, businesses and entrepreneurs understand all aspects of their financial decisions. He works with clients to help simplify and clarify a strategic wealth plan, helping them to achieve their goals. His entrepreneurial background is an asset that helps add value to the wealth planning process.
In 2020, Robert became a financial advisor, but prior to joining RBC Wealth Management, he spent more than 20 years in software, services and hardware technology companies, including Hewlett Packard, Sun Microsystems (now Oracle) and Digital River. He also helped start companies from the ground floor. For example, Robert is a founding member of a veterinary practice management software company, VetFM.
Robert was born and raised in Portland, Oregon, and moved to Palo Alto, California, to attend Stanford, where he graduated with a degree in electrical engineering. After school, he settled in Folsom, California. Outside of the office, Robert is actively involved in his community. He is a board member for The Friends of the Folsom Zoo Sanctuary and Hope for a Better Life. Robert also volunteers time as a mentor for the Growth Factory in Sacramento, which is an accelerator for new businesses.
He lives with his wife, Michele, their daughter, Elena, and Goldendoodle, Sadie. In his free time, he enjoys bicycling and skiing
Job Titles:
- Founder
- Leader
- Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Steve Groth is a founder and leader of The Inter Alia Group. Steve offers the knowledge, insight and perspective that stem from more than 25 years of helping individuals, families and institutions navigate key crossroads in their financial lives. A member of the industry since 1991, he offers the best practices that he gained from supporting a highly successful clientele. His tenure and continuity as a financial advisor, combined with his commitment to client wellbeing, enable him to serve as an effective problem-solver, a trusted guide and a reliable resource for diverse needs.
In 2017, Steve garnered national recognition for his work as a financial advisor when Barron's recognized him as one of the Top 1,200 Financial Advisors in America.* He incorporates first-hand knowledge of multiple wealth disciplines, customizing his work to reflect the unique parameters of each client's situation. His areas of focus include portfolio design, investment analysis, retirement strategy and plan design, trust and estate planning services, institutional investment management and philanthropic services. He brings a ready willingness to tackle complex initiatives, drawing on an extensive range of resources and capabilities, enterprise wide. Business owners, investors, multigenerational families, endowments and foundations look to Steve for advice and guidance that is sensitive to their distinctive priorities. He often reflects that he "knows a client 10 years from now," drawing on his experience to guide clients in making poised and informed decisions about the future they envision for themselves, their loved ones, and their businesses.
Prior to joining RBC Wealth Management, Steve worked at Merrill Lynch. He graduated from the University of Oregon with a degree in accounting and served as a CPA. He also earned his MBA from Portland State University. Committed to professional excellence, Steve holds a number of industry designations, including the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ and taught in conjunction with the Wharton School of Business. His other professional attainments include the Certified Private Wealth Advisor®, the Chartered Retirement Planning Counselor SM and the Certified Plan Fiduciary Advisor designations.
Steve and his wife, Jessica, live in Portland with their son, Ryan. Steve also has two grown daughters, Kathryn and Lauren, who live in the area. A wine enthusiast, Steve enjoys traveling the world. His free time interests also include biking and skiing.
Job Titles:
- Senior Registered Client Associate
Sue is one of the team's operations professionals, and helps handle all of the back office items our clients need, from checking accounts to credit cards, to titling assets in trust. If Sue can't accomplish something, it probably can't be done. Our clients praise her uncommon efficiency and quick response time.