Our Mission

We work with individuals, families, business owners, nonprofits, and foundations to help navigate life's financial complexities with clarity and confidence. Our mission is to understand your story and serve as your trusted advisor, building enduring relationships grounded in trust and integrity. 

Customized Planning and Strategies Built Around Your Story

No two clients are alike, and neither are their financial journeys. Every recommendation begins with understanding what matters most to you. We believe meaningful strategies are built by listening first. Whether you are planning for retirement, growing, or transitioning a business, stewarding a nonprofit or foundation, or creating a family legacy, we develop these integrated strategies designed to help you pursue your goals with confidence while supporting your vision. 

Relationship-Driven 

Meaningful relationships are the heart of everything we do. As your life, family, business or organization evolves, we remain a trusted advisor, providing guidance that adapts to your changing goals, opportunities, and challenges. 

Collaborative team approach

We believe our clients are best served through collaboration. By bringing together diverse experience and knowledge, our team delivers thoughtful perspectives, customized strategies, and coordinated advice. Every client benefits from the collective expertise of our team, not just a single advisor. 

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable⁴
  • Fitch Ratings AA+² and AA-³ / stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Image of Molly Carlson

Molly Carlson, CTFA®, CWS®

Senior Vice President - Financial Advisor

920-343-4592 920-413-9108
Image of Mark Tumpach

Mark Tumpach, CFA

Senior Vice President - Financial Advisor, Portfolio Manager

920-661-7399
Image of Heather Weller

Heather Weller

Senior Vice President - Financial Advisor

920-343-4567 920-401-9827
Image of Larissa Plager

Larissa Plager

Sales Assistant 2

920-634-5830

RBC Wealth Management Online


Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

Latest Insights

Cargo pulling cargo ship

Global equity: Push and pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more

Let's start the conversation

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