Located in the St. Germain Office
As an independent LPL Financial Advisor, Bob brings valuable knowledge, experience and integrity to help clients understand how to address their financial objectives and through a consultative process, develops financial plans to address their stated goals. For the last 15 years Bob has been honored and humbled by the relationships that have been entrusted to him, many of which have become friendships, to which he is truly grateful.
Bob specializes in the areas of retirement plan rollovers, income replacement strategies, wealth transfer strategies and insurance planning. He works with both individuals and businesses by first thoroughly understanding their needs through active listening, consulting with their attorney(s), accountant(s) and other advisors and then implementing investment planning strategies that work towards their overall financial needs.
Bob and his wife Debby enjoy time with the activities of their growing family of five sons and three daughters. He also enjoys, golf, fishing, camping and hiking. Bob is securities registered as a LPL Investment Advisor Representative and is currently studying for examination in the Certified Retirement Planning Counselor certification which he will complete later this year. Bob earned his Bachelor of Science degree from the University of Wisconsin-Whitewater.