Gremler Wealth Management

Our Partnership with RBC Rochdale

The partnership between our team and RBC Rochdale offers a blend of personalized financial advice and investment management. RBC Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 75% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.

Your Gremler Wealth Management Team

Mark Gremler , RFC®

Financial Planner

Aaron Gremler

President

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

CFO

Charles “Chuck” Bickel

Medicare Supplement Specialist

Zachary J. Jakalski , MSBA

IT Director

Investment Team

Charles Luke, CFA

Chief Investment Officer

Paul Single

Managing Director

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

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, and investors may lose money. Diversification may not protect against market risk or loss. Past performance is no guarantee of future results. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank is a subsidiary of the Royal Bank of Canada. RBC Rochdale, LLC is not affiliated the independent financial advisor(s) named on this page. © 2026 RBC Rochdale, LLC. All rights reserved.

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