Broker Check

Our Team

Robert Bayer, ChFC®, CLU®, RICP®, CASL®, BFA®

President and LPL Registered Principal

(952) 223-6515

(952) 223-6516

robert.bayer@lpl.com

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 and purpose 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) Retirement Income Certified Practitioner (RICP) and the Chartered Advisor for Senior Living (CASL) designations. Additionally, Bob is a certified Behavioral Financial Advisor (BFA) and is the co-creator of Purpose Driven Planning. 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

Heather Brown

Administrative Office Professional

(952) 223-6515

heather.brown@lpl.com

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

 

 

Craig Horner CFP®, ChFC®

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.

Jared Russ, CFP®

Senior Financial Planning Consultant

Prior to joining the Financial Planning Group in October 2015, Jared worked as a Financial Advisor for UBS, Wells Fargo Advisors (legacy Wachovia Securities), and Ameriprise Financial

Jared earned his BS in Finance from Wingate University in 2006.  In addition to his CFP® Certificate, he has Series 7, Series 66, and NC Life Insurance Licenses.

Roger Moulton Jr., CFP®, MSPFP

Senior Financial Planning Consultant

Roger’s professional experience extends from over a decade at a major wire house where he assumed progressive roles which included northeast fixed income coordinator and financial consultant. As a financial planner, Roger has worked with families, their charitable entities, their business entities, multiple younger and older generations, and the clients’ circle of advisors including; CPAs, Attorneys, business partners, office managers and assistants.

His extensive experience includes the following areas: Investments | Tax planning | Wealth Transfer | Philanthropy | Cash flow planning | Retirement planning | Advanced Estate Planning | Education funding options | Insurance needs analysis | Real Estate buy/sell decision.

Roger earned the degree of Master of Personal Financial Planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER™.

As a financial consultant, Roger holds series 5, 7, 63, 66 and 24 licenses.

Steven Batutis, CFP®

Senior Financial Planning Consultant

Steve has over 20 years of experience in financial services. Prior to joining LPL’s home office, Steve was a Financial Planning Specialist with MetLife, creating and designing financial plans for advisors in San Diego and Arizona, and helping advisors with financial planning techniques.

He began his career as a CPA, understanding clients from a tax perspective. He then became a Vice President of a financial institution, helping to manage a small business. His interest in tax planning and management of small businesses lead him to study financial planning. He attained a Master’s Degree in Financial and Tax Planning from San Diego State University and became a CFP®.

Steve holds series 7, 24, 63, 65 and 66, as well as a California Life Insurance license.

Steve is an active member of his beloved alumni groups, as well as the Financial Planning Association.

Each of these individuals are here for your benefit. When working on your financial plan, there may be one or more of the planners above assisting us on your case.  We firmly believe that having multiple sets of trained eyes leads to a better client experience and a much higher probability of success.  We also believe that there’s no substitute for leveraging our unique gifts and strengths for your benefit.

Financial planning can be both an interesting mix of science, art, facts and emotion. It is our deepest commitment to deliver a solid, yet living and breathing financial planning process based on years of experience for you and your loved ones.

LPL Financial Planning Group

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.