Beth Norman

Elizabeth Norman, AWM, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

608-252-7525
Email |

Justin Fletchall, CIMA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

608-252-7511
Email |

Alexandra Shuchuk, CFP®

Associate Wealth Management

608-252-7504
Email |

Jessica Beinlich

Senior Business Associate

608-252-7527

Thomas Lynch

Senior Investment Associate

608-252-7524

Allison Pohlman, APP

Branch Service Mgr/Sr Registered Client Assoc

608-252-7523

Our guiding principles

  • Establish lasting relationships based on a thorough understanding of our clients and their families.
  • Develop financial solutions utilizing sound wealth management planning and portfolio management principles.
  • Provide ongoing education and empower clients to make well-informed financial decisions
  • Deliver exceptional value and service to our clients.
  • Give back to both the Metro-Madison and RBC Wealth Management communities through volunteer activities.
  • Act in accordance with the highest ethical standards.
  • Have fun!

Let's start the conversation

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