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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Contact

Trident Wealth Solutions Group

414-347-7002
jim.wozniak@rbc.com
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
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Rob Kuehn, CFA, CFP®

Senior Investment Associate
image of Chris Baughman

Chris Baughman

Investment Associate