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
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.