17850 Kenwood Trail
President and LPL Registered Principal
Bob is a 20yr veteran of the financial services industry, founder and President of Stonebrooke Wealth Management Inc., a Minnesota-based firm that specializes in providing financial expertise to those serious about improving their financial position and quality of life. He has attained the industry's advanced designations of Chartered Financial Consultant (ChFC) the Certified Life Underwriter (CLU) and the Chartered Advisor for Senior Living (CASL) designations. Additionally, Bob has been certified as a Behavioral Financial Advisor (BFA) and is currently working on his Retirement Income Certified Practitioner (RICP) designation. After working over 10 years for a Fortune 500 financial services company, the vision to provide quality solutions in an open environment became a reality. This vision was born out of an intense desire to provide clients with objective strategies throughout an independent financial planning process. Bob has been awarded the 5 Star Wealth Manager of the Year each year since 2011*
*The 5 Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation.
Faith, Integrity, Family, Excellence, Relationships, Meaningful Work
Administrative Office Professional
Heather is a graduate from the University of Wisconsin Eau Claire, with a Bachelor’s Degree in Mass Communications with an emphasis in Advertising, along with a minor in Sociology. She is involved in supporting the asset management, financial and estate planning aspects of our business. Additionally, Heather has a passion for providing an outstanding client experience from the very beginning of each our professional relationships. Heather brings a unique value to our clients, enabling them to understand that “Your assets can mean more than money” and “Positive values should be given freely.” Blessed with the gift for the organizational skills with a fresh marketing perspective, Heather is your first point of client communication.
Family, Religion, Integrity, Friendship, Ethics, Helping Others
Manager, Lead Financial Planning Consultant
Craig Horner has over 20 years’ experience in the financial planning industry. Craig is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant who achieved Senior Advisor status, representing the top 5% of American Express Financial Advisors during his 15 years there, and more recently, the Patriot level within LPL Financial Services and has Series 7, 63, and 24 licenses. He received the Mentzer Academic Scholarship to study math and music at the University of Iowa and subsequently taught computer music at the college level. Craig is also a member of Mensa.
During his career he focused on estate and business planning, helping clients to establish charitable trusts, Family Foundations, ILITs, GRATs, and FLPs. Having a special needs child, he became an expert in Special Needs Trusts and the accompanying planning. He also worked with businesses in setting up qualified plans and executive compensation arrangements. Another area of focus was in end-of-life planning, maximizing the retention and transfer of assets to succeeding generations.
Craig served three terms on the Board of Directors for the International Association of Financial Planning and has belonged to the Planned Giving Roundtable since 1989. He’s served on the planned-giving boards of ten charitable organizations and served as President of the Board for the Southern Caregiver Resource Center. He has frequently been quoted in articles and has made numerous presentations regarding retirement, financial and estate planning.
Craig plays the piano professionally several times a week with his wife Deborah on sax and flute. He is an accomplished runner and routinely wins his age class in local 5k and 10k running events.
We believe that every client has financial goals. It is our pleasure to provide you with a support team of LPL certified financial planning practitioners. Together we provide you with many years of experience and form recommendations based on having identified your highest and most important priorities.