Scott R. Wick, AWM

Managing Director - Branch Director, Senior Consulting Group

262-395-1108
Email |
262-395-1119

Scott has helped clients achieve their financial goals since 1987. Scott 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 advisors.

Nicholas T. Webster, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

262-395-1116
262-395-1119

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

As a CERTIFIED FINANCIAL PLANNER™ professional, Nick’s approach to financial planning is holistic. He reviews all relevant aspects of his clients’ financial situations. His recommendations reflect their best interests. In addition to CFP® certification, Nick has passed his Series 7, 31, 63 and 65 exams, and holds licenses in both life and health insurance in Wisconsin. He is a graduate of University of Wisconsin – Oshkosh, majoring in finance, and was a member of the men’s soccer team. Nick earned a global business minor while studying in Sevilla, Spain. In addition, Nick is a part of the RBC Wealth Management President’s Council.

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, and volunteers at his children’s school and the MACC Fund. Nick also enjoys traveling, reading and Milwaukee’s restaurants.

Susan M. Walton, CFP®

Vice President -, Senior Financial Associate

262-395-1102
262-395-1119

With more than 27 years of experience in the Investment Management Services industry, Susan has guided her clients within The Wick Investment Group at RBC Wealth Management since 2000. She has a versatile background as an analyst, advisor and CERTIFIED FINANCIAL PLANNER™ professional. She is well-versed in all aspects of the comprehensive financial planning process, including estate services, tax considerations and insurance planning with a focused emphasis on retirement planning and investment strategy. Susan has passed the Chartered Mutual Fund Counselor™ accreditation, the Series 7, 63 and 65 exams, as well as the Wisconsin Insurance Intermediary license. Susan is proactive in providing educational and informative advice as well as excellent service to her clients.

Susan and her husband, Mark, live in Muskego, Wisconsin, with their children, Samuel and Grace. The family is active in their community and church. They enjoy exercise, camping, fishing, boating and most outdoor sports.

Keith B. Sierra

Associate, Business Senior

262-395-1111
262-395-1119

Keith joined RBC Wealth Management in February of 2015. His day-to-day operations include asset management, as well as client services. He specializes in portfolio construction and management, asset allocation, equity and fixed income research, trading, and financial planning through the RBC WealthPlan services. Keith has passed his Series 7, Series 66 exams and the 215 Life and 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.

Keith resides in Brookfield with his wife, Bridget. He is an active board member of the Catholic Community Foundation in their investment committee. He enjoys traveling, golf, soccer and exploring his new home—Wisconsin.

Matthew Kolb

Investment Associate

262-395-1115

Matt joined The Wick Investment Group as an investment associate in 2018. He has passed the Series 7 and 66 FINRA exams, and holds his life, health, long-term care and annuities insurance licenses. Matt specializes in utilizing various planning and research tools within The Wick Investment Group to create individualized client solutions. He works to build personal relationships with clients through assisting them with placing trades and any other daily transactions.

Prior to joining the Wick Investment Group, Matt worked as a financial advisor with Edward Jones in Brookfield. He graduated from the University of Dayton in 2016 with a degree in both finance and economics. Matt is happy to be back in Wisconsin, where he grew up. He enjoys golfing, hiking and most outdoor sports.

Heidi Schilling

Senior Client Associate

262-395-1117
262-395-1119

Heidi is the senior client associate for The Wick Investment Group and comes with 15 years of experience in the industry working with high-networth 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, Wisconsin, with her husband and three children: Carter, Cameron and Ashlyn. In her free time, Heidi enjoys taking in all of the sporting events her children are involved in and spending time with them at home. She is very active in her local community and school system.

Joni Jahnke

Client Associate

262-395-1131
262-395-1119

Joni is the client associate for The Wick Investment Group—her responsibilities include all client needs pertaining to their accounts here at RBC Wealth Management. Joni lives in Muskego, Wisconsin, with her husband and twins, Paige and Clayton. In her free time, Joni enjoys water skiing and horse riding with her children. She is very active in her community cleanup and Girl Scout Troops on horseback.

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