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WE Wealth Management Group

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                      • RBC Wealth Management
                        • rbcwealthmanagement.com
                      • Sign in Important information
                      • Home
                      • About
                        • About our team
                        • Our second opinion process
                        • Community involvement
                        • The RBC Wealth Management difference
                        • Working with a CFP®
                      • WE client process
                        • Wealth management approach
                        • Market commentary
                      • Client experience
                      • WE Vlogs
                        • WE WMG Blog / Vlog
                        • RBC Wealth Management Insights
                      • Retirement Courses
                        • Retirement Planning Fundamentals
                        • Upcoming Classes
                      • Offerings
                        • Long-term care
                        • Financial empowerment
                        • Portfolio Focus
                        • RBC WealthPlan
                        • ESG and responsible investing
                        • Women and wealth
                      • Events
                      • Contact

                      Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      , Scott Bern, NMLS # 1682007, 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.

                      Read additional advisor disclosures.

                      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

                      Scott Bern

                      Senior Vice President - Financial Advisor,
                      Portfolio Director Group

                      Phone: 262-241-2331

                      Tyler Briggs, CFP®

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

                      Phone: 262-241-2326

                      Blaine Gibson, CFP®, CPFA®

                      Vice President - Financial Advisor

                      Phone: 262-241-6342

                      Aris Bofiles, CPFA®

                      Vice President - Financial Advisor

                      Phone: 262-241-6343

                      Walter Taylor

                      Financial Advisor

                      Phone: 262-404-1063
                      Cell: 262-291-6875

                      Gregory Kostka

                      First Vice President - Financial Advisor,
                      Portfolio Director Group

                      Phone: 414-347-7117
                      Cell: 414-687-7869

                      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

                      Susan Goffiney-Walton, APP

                      Investment Associate

                      Phone: 262-241-2327

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