Karl Lambert, CFA

Senior Vice President - Financial Advisor, Private Client Group, Institutional Consulting Group

612-371-2886 | Email |
612-371-2745

Karl is a founding partner of the Lambert Dickson Group of RBC Wealth Management and brings over 30 years of experience as an investment strategist and tax lawyer, offering advice to institutions and affluent families. As a Chartered Financial Analyst (CFA), Karl leads the team's investment and due diligence process and is recognized within the firm as a leader in RBC's Institutional Consulting Group. He and Mike Dickson have been partners since 1992 and built their business by adhering to a disciplined asset allocation and investment process on behalf of clients. Prior to joining RBC, Karl was a corporate tax lawyer at the international public accounting firm of Arthur Anderson and the Winthrop & Weinstine law firm. In addition to the CFA designation, Karl has BS degree in accounting from Indiana University and a JD from Georgetown University. He has also been involved in a variety of community activities in the Twin Cities.

Mike J Dickson

Senior Vice President - Financial Advisor - ABD, Institutional Consulting Group

612-371-7796 | Email |
612-371-2745

As a founding partner of the Lambert Dickson Group of RBC Wealth Management, Mike brings over 25 years of investment and private enterprise experience in advising affluent families and institutions. Mike is an Accredited Investment Fiduciary (AIF) designee and a recognized authority in the areas of fiduciary responsibility and investment consulting. Mike is also a serial entrepreneur who has invested in a number of private companies in Minnesota including Zubaz, where he was a founder and director, and a variety of technology consulting companies. Mike and Karl Lambert have been partners since 1992 and are committed to meeting the investment needs of our clients through a rigorous investment process and client education. Mike is a graduate of the University of St. Thomas with a BA in Psychology and he has a long history of community involvement in the Saint Paul area and beyond. 

William Bard

Senior Vice President - Financial Advisor

612-371-7771 | Email |

As the newest member of the Lambert Dickson team of RBC Wealth Management, Bill brings over 30 years of industry experience as a business leader and financial advisor to help provide exceptional service and wealth planning advice to our clients. Before joining RBC in May of 2016, Bill worked for 24 years at Wells Fargo and Abbot Downing, a Wells Fargo ultra-high net worth business. He was a Managing Director of Abbot Downing in Minneapolis and Chicago for seven years, the Regional Trust Manager for the Twin Cities market of The Private Bank of Wells Fargo for five years and was a private wealth relationship manager and financial advisor throughout his career at Wells Fargo. Prior to joining Wells Fargo in 1992, Bill was a tax lawyer with the international public accounting firm of Coopers & Lybrand. Bill graduated from Marquette University with a BA in Philosophy in 1982, from William Mitchell College of Law with a JD cum laude in 1990 and was a Cannon Financial Institute Honors Graduate in 1996. He is also a Certified Trust and Financial Advisor (CTFA). Bill has been involved in a number of community activities in Saint Paul for over 25 years.

Wendy Skarnes

Senior Investment Associate

612-371-7897 | Email
612-371-2722

Wendy began her career in the investment business over 25 years ago after graduating from the University of Minnesota, Duluth. Before joining RBC Wealth Management, she was an assistant vice-president of institutional sales at US Bank. She has extensive experience managing company retirement plans. She also works with numerous foundations and individuals. Wendy provides an exceptional level of service to our clients as she monitors the investment process.

Mai Her

Investment Associate

612-371-7898 | Email
612-371-2722

 

Mai graduated from The College of St. Catherine in 2006 with a degree in Financial Services and a minor in Financial Economics. She has been working in the financial services industry since 2004. Prior to joining RBC Wealth Management, she worked at Ameriprise Financial and New York Life Insurance Company. Her resourcefulness and problem-solving skills have been invaluable to our group. She is series 7 and Series 66 licensed.

Grant Farley

Registered Client Associate

612-313-1311 | Email

Grant has been with the Lambert Dickson Group since October of 2017. He brings a fresh perspective to investments and utilizing technology. Prior to joining the Lambert Dickson Group, Grant attended the University of Minnesota, Duluth, earning a degree in financial markets and was an analyst for the school’s Bulldog Fund, LLC. While at UMD, Grant played baseball for the Bulldogs and in his free time enjoys coaching youth baseball. Grant has passed his Series 7 and Series 66 exams.

Molly Halsne

Client Associate

612-371-2808 | Email

Molly has been with RBC Wealth Management since 2011 and a member of the Lambert Dickson Group since 2012. Prior to joining the Lambert Dickson Group, she worked in retirement plan operations within RBC Wealth Management. Her background in retirement planning coupled with her professionalism, allows her to provide the highest level of service to our clients. Molly graduated from Augsburg College with a degree in Business Administration and is working toward her Series 7 and Series 66 licenses.