Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 414-347-7002, jim.wozniak@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Trident Wealth Solutions Group

image of Jim Wozniak

Jim Wozniak, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

image of David Morris

David Morris, AWM

Senior Vice President - Financial Advisor, Consulting Group

image of Steve Ticcioni

Steve Ticcioni, CFP®, CPA*, MBA

Financial Advisor


Rob Kuehn, CFA

Senior Investment Associate

image of Chris Baughman

Chris Baughman

Investment Associate