CFP®, RICP®
Financial Advisor / Member Owner
The most satisfying part of my career is the relationships I have built with my clients. Sharing their concerns and looking for ways to help them pursue their goals is very rewarding. I try to treat every client like I would treat a member of my family.
Bob specializes in working with people transitioning into retirement and has been involved in the financial advisory industry since 1997. He worked for Huber Financial Advisors from 2007 until it joined with Savant in February 2020.
Bob earned a bachelor of science degree from the University of Wisconsin-Stevens Point. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional® (RICP®).
Bob and his wife Michelle have twin daughters Ellie and Megan who attend the University of Wisconsin-Madison and a younger set of twins, Ian and Taya, in high school. In addition to being active in sports, Bob’s family cherishes traveling, camping, and spending time with family and friends in northern Wisconsin.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.