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Home
About
WE client process
- Wealth management approach
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- Blog/Vlog Library
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Contact

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Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Paul Westphal, NMLS # 1832769, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

WE Wealth Management Group

Phone: 262-241-6341

Paul Westphal, CIMA®

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

Phone: 262-241-6341

Tyler Briggs, CFP®

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

Phone: 262-241-2326

David Radtke, AWM

Senior Vice President - Financial Advisor,
Senior Consulting Group

Phone: 414-347-7013

Blaine Gibson, CFP®, CPFA®

Vice President - Financial Advisor

Phone: 262-241-6342

Aris Bofiles, CPFA®

Vice President - Financial Advisor

Phone: 262-241-6343

Paula Burns

Senior Registered Client Associate

Phone: 262-241-2338

Patrick McGraw

Registered Client Associate

Phone: 262-241-2325

Robin Rebarchik, APP

Senior Investment Associate

Phone: 414-347-7085

Gregory Kostka

First Vice President - Financial Advisor,
Consulting Group

Phone: 414-347-7117

Address

Mequon
10528 N. Port Washington Rd.
Mequon, WI 53092
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