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 is a financial advisor in Savant’s Lincolnshire, IL office. He has a membership interest in Savant.
Bob specializes in working with people transitioning into retirement. As a CERTIFIED FINANCIAL PLANNER® professional and a Retirement Income Certified Professional® (RICP®), Bob is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Bob 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. He earned a bachelor of science degree from the University of Wisconsin-Stevens Point.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.