Mequon, WI Newport Square Office

Michelle Plumridge is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds a Series 63 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with customized strategies based on each client's Advisory Risk Profile.

Scott Bern is a financial advisor with RBC Capital Markets in Mequon, Wisconsin, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2017. Bern serves on the board of Mequon Thiensville Sunrise Rotary and participates in at least one Rotary committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management and financial planning services.

Paula Burns is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She previously worked at Robert W. Baird and Company from 2010 to 2018 before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by notable capital markets and affiliated asset management capabilities.

Aris Bofiles is a financial advisor with RBC Capital Markets in Mequon, WI, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is a committee member at St. Constantine and Helen Church, where he participates in ushering, festival organization, and church economic management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management through a combination of in-house and third-party managers.

Paul Westphal is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RW Baird. Outside of his advisory role, he serves on the board of directors for the Milwaukee Rotary and provides financial guidance to a startup business focused on girls' hair accessories. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs that integrate in-house and third-party investment managers, with a range of options including tax management and responsible investing.

Lori Mayer is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of her advisory role, Mayer is involved in independent consulting for several skincare and wellness direct sales businesses, including PRUVIT, Ever Skincare, and L'Bri Pure n' Natural. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies, utilizing both in-house and third-party managers.

Dana Larsen is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Robin Rebarchik is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds a Series 63 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Walter Taylor is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 1 year of industry experience. He previously worked at Baird from 2019 to 2024. Outside of his advisory role, he serves on the Board of Directors for Safe And Sound, a nonprofit focused on community safety in Milwaukee, and coaches high jumpers and sprinters for The University School of Milwaukee track team. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through a variety of advisory programs and portfolio management options.

Donald Sonsalla is a financial advisor with RBC Wealth Management in Mequon, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Wealth Management since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management options and integrates in-house and third-party investment resources.

Susan Goffiney Walton is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Julie Niznansky is a financial advisor at RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation with experience dating from 2013. Her career includes twelve years at Associated Bank and current roles at both RBC Capital Markets and City National Bank. She serves as a volunteer committee member for Make A Wish Wisconsin, assisting in the planning of the organization’s annual gala. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to client risk profiles.

Patrick Mc Graw is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC in 2022, he worked at Ascension Wisconsin - Columbia St. Mary's from 2018 to 2022 and was involved with Badger Bath & Kitchens, LLC from 2015 to 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Tyler Briggs is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Robert W. Baird. He serves as an officer and board member of the Thiensville-Mequon Rotary Club and is involved with the Greater Milwaukee Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a broad range of services to individual and institutional clients, including advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm uses a mix of in-house and third-party managers to tailor strategies according to clients’ risk profiles.