Gremler Wealth Management

Our team approach adds perspective to all we do and provides increased benefits to our clients.

About Us

The partnership between our team and City National Rochdale offers an exceptional blend of personalized financial advice and investment management proficiency. City National Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 80% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.

Our Team

Mark Gremler , RFC®

Financial Planner

Aaron Gremler


Gary Harms

Vice President - Operations and Client Experience

Kathleen Lippold

Director of New Business and Paraplanner

Becky Lacy-Harris

Executive Assistant & Event Coordinator

Scott Riemenschneider J.D.

Estate Planning Attorney

Dennis “Joe” Desmond , CPA, PLC


Ryan Burry

Compliance Analyst

Zachary J. Jakalski , MSBA

IT Director

Investment Team

Tom Galvin

Chief Investment Officer

Charles Luke, CFA

Managing Director

Paul Single

Managing Director

Senior Investment Consultant

Joshua Schultz, CPWA®

Portfolio Management Team

Wayne Titche, CFA, CPWA®

Managing Director, Senior Portfolio Manager

Jack Koludrovic, CPWA®

Portfolio Manager

Steve Landenfeld

Associate Portfolio Manager

Gremler Wealth Management is not affiliated with City National Rochdale, LLC. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met. City National Rochdale, LLC, is a Registered Investment Advisor and a wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. Check the background of registered investment professionals on FINRA's BROKERCHECK: Securities and Advisory Services offered through Brokers International a Registered Investment Advisor, and Member FINRA /SIPC. Gremler Wealth Management, City National Rochdale, LLC and Brokers International are separate entities.

Important Notice

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