Scott Wick, AWM

Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus

262-395-1108 | Email |

Scott has been helping clients achieve their financial goals for over 28 years. He has been selected by his industry peers as a "Best Personal Wealth Managers in the Milwaukee Area" as published by Milwaukee Magazine for 2009, 2010, 2011, 2012, 2013, and 2014. He has been a member of RBC Wealth Management’s prestigious Chairman’s Council since 2001. In 2004, he earned the firm’s professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University. By attaining the AWM designation, Scott has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies and estate and trust planning strategies. He also serves as Branch Director, working to oversee branch activities and provide guidance to other financial consultants.

Scott has lived in Wisconsin his entire life, and currently resides in Pewaukee with his wife, Susan, and their two children, Nathan and Audra. When not working, he enjoys playing golf. Community activities are also an important aspect of his life.

Scott has been involved with Transcenter for Youth for over 30 years. Transcenter operates five schools dedicated to the education of at-risk children. Transcenter has graduated thousands of at-risk young adults that were in danger of heading toward the dropout category. He takes great pride in the success of these children.

Nicholas T. Webster, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

262-395-1116 | Email

As part of the RBC Consulting Group, Nick is recognized and set apart by RBC for his success in building and maintaining a consultative advisory practice. 

As a CERTIFIED FINANCIAL PLANNERTM professional, Nick's approach to wealth management planning is holistic. He reviews all relevant aspects of his client's financial situations to help ensure his recommendations reflect his clients best interests. In addition to CFP professional certification, Nick holds his series 7, 63, 65 and 31 licenses as well as licenses in both life and health insurance in Wisconsin. He is a graduate of UW-Oshkosh majoring in finance and was a member of the men's soccer team. He earned a global business minor while studying in Sevilla, Spain. 

Nick resides in Wauwatosa with his wife Catie and his four children Sam, Jack, Leo, and Stella. In his spare time, he enjoys coaching youth soccer, is a Cub Scout den leader, volunteers at his children's school and for the MACC Fund. Nick also enjoys traveling, reading, and Milwaukee's restaurants.

Susan Walton, CFP®

Vice President -, Senior Financial Associate

262-395-1102 | Email

Susan has assisted clients first as an analyst, then as a financial planner in the investment management industry since 1989.  In 1998, after completing the extensive curriculum required, she earned the designation of CERTIFIED FINANCIAL PLANNERTM.  Being a CFP® gives Susan the training necessary to analyze every aspect of her client’s financial lives.  Susan holds the Series 7, 63 and 65 licenses as well as the Wisconsin Insurance Intermediary license.  She joined RBC Wealth Management and the Wick Investment Group in late 2000.  Susan and her husband, Mark, have lived in Wisconsin all their lives.  They have two children, Samuel and Grace, and are active in their church and their children’s school.  They enjoy traveling, camping, swimming, softball and soccer.

Keith Sierra

Associate, Business Senior

262-395-1111 | Email

Keith joined The Wick Investment Group in February of 2015. His day to day operations include asset management as well as client services. He specializes in portfolio construction & management, asset allocation, reporting, equity & fixed income research, and trading. He holds his Series 7, Series 66, 215 Life & Health Insurance license, and is also a candidate for the Certified Investment Management Analyst (CIMA) accreditation.

As a Florida native born in Tampa, Keith came to the Midwest when he received a scholarship to attend and play soccer for Marquette University’s Division I soccer program. There he was a part of the Golden Eagle’s 2011 Big East League Championship team. He completed his undergrad in 2013 with a degree in both Finance and Entrepreneurship.

Heidi Schilling

Senior Client Associate

262-395-1117 | Email

Heidi is the Senior Client Associate for the Wick Investment Group, she comes with 15 years of experience in the industry working with high net worth clients. Her responsibilities include any and all client needs pertaining to their accounts with the Wick Investment Group. Heidi enjoys building personal relationships with her clients and maintaining a trust within that relationship. Heidi lives in Sussex, WI with her husband and three children; Carter, Cameron and Ashlyn. In her free time, Heidi enjoys taking in all of the sporting events that her children are involved in and spending time with them at home. She is very active in her local community and school system.