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