Helping you gain the financial clarity and confidence to pursue what matters most.
Bob is a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience helping individuals and families gain financial clarity and confidence through personalized, goal-based planning. Throughout his career, he has focused on building trusted relationships and delivering advice that aligns with each client's unique goals, values and vision for the future. As Senior Manager of Advanced Planning, Bob leads JFG's Financial Planning team, supporting the development of planners and helping advance the firm's commitment to exceptional advice and client experience. He is passionate about simplifying complex financial decisions, fostering professional growth and empowering both clients and advisors to make informed decisions with confidence.
Experience
- BBA - St. Norbert College
- Over 20 years of industry experience working for firms in the Milwaukee area including Merrill Lynch, Northwestern Mutual and JP Morgan
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement and Financial Planning
- Business Succession Planning
- Wealth Strategy
Community Involvement
- Volunteers as a youth sports coach