Our Team

Bob is a 20yr+ veteran of the financial services industry and President of Stonebrooke Wealth Management Inc., a Minnesota-based investment services 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) 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 strategies in a comprehensive fashion became a reality. This vision was born out of an intense desire to provide clients with quality strategies throughout an independent financial planning process. Bob has been awarded the 5 Star Wealth Manager*.

With his free time, Bob invests in his family, is a Rotarian and Chamber member, is the Chair of the non-profit Lakeville Faith Community and is a Chaplain with Crisis Response International (CRI)- providing disaster response relief both domestically and internationally. He saves time though for Wild hockey, golfing and most any other outdoor activity when possible.

Bob’s security licenses held through LPL Financial: 6,7,63,66,24

*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 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

Josh’s financial services career launched in 2016 where he served as a financial planner prior to joining LPL Financial in 2022. Josh received his Bachelor of Finance from the University of Appalachian State, and he currently holds the CFP® designation. Josh is an LPL employee and is part of the Virtual Para-planning Solutions team, where he partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Stonebrooke Wealth Management.