WICK INVESTMENT GROUP - Key Persons
Job Titles:
- Associate
- Branch Service Manager
- Branch Service Manager -, Senior Client Associate
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.
Prior to joining the Wick Investment Group, Jackson spent 10 years serving in financial leadership roles in the consumer goods industry. His past roles include global financial planning and analysis leader at Black Crow Skis and an eight-year tenure at Adidas rising to senior finance manager of global basketball. His work included financial reporting, cash planning, investor relations, alternative debt financing and five-year growth strategy execution. He graduated from the University of Portland with a Bachelor of Business Administration degree in finance, passed the Series 7 and 66 exams and holds Wisconsin life and health insurance licenses. Jackson's diverse background offers a fresh perspective for his clients.
Jackson grew up in Mill Valley, California and lived in various cities through his career, including Portland, where he met his wife, Audra. They now reside in Milwaukee, Wisconsin with their French bulldog. In his free time, Jackson enjoys golfing, snowboarding and traveling.
Job Titles:
- Associate for the Wick Investment Group - Her
- Client Associate
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.
Job Titles:
- Senior Financial Associate
Keith joined RBC Wealth Management in February 2015. He focuses on wealth planning, sustainable retirement income planning, portfolio construction and management, and asset allocation analysis. In 2023 Keith achieved the certification of CERTIFIED FINANCIAL PLANNER™ (CFP®). In 2022, he obtained the Retirement Management Advisor (RMA®) designation through The Investments & Wealth Institute®. In addition to his CFP® & RMA®, Keith has passed his Series 7 & 66 exams while also holding his Life and Health insurance License. As a CFP® practitioner, Keith focuses on complex solutions within the planning areas of retirement, investments, estates, and insurance. He use this knowledge combined with the studies of an RMA® professional to assists retirees and pre-retirees in addressing retirement challenges through proper management of retirement income plans that create sustainable outcomes. Keith believes stronger financial guidance around evaluating client retirement readiness plans, accurate investment and portfolio structures, and goals based planning will aide in improving transitions from the work force to the difference phases of retirement.
As a Florida native born in Tampa, Keith came to the Midwest when he earned a scholarship to attend and play soccer for Marquette University's Division I Soccer Program. There, he was a part of the Golden Eagles 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, and their two sons, Kevin & Kilian. He is on the board of directors for the Catholic Community Foundation as well as serving on their investment committee, an active board member for Journey House Inc, and previously served as the Branch Member Engagement Chair for the RBC employee resource group Multicultural Employee Alliance. He enjoys traveling, playing golf and soccer and continuing to explore Wisconsin.
Job Titles:
- Senior Financial Associate
- the Wick Investment Group As an Investment Associate
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.
Job Titles:
- Managing Director - Branch Director, Senior Consulting Group
- Member of RBC Wealth Management
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.
Job Titles:
- Vice President - Senior Financial Associate
With more than 30 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.