About Rob
Driven by a passion to help clients succeed at every stage of life, Rob provides comprehensive financial solutions tailored to individual needs. His entrepreneurial mindset is shaped by hands-on experiences from his family’s farming and real estate businesses, which contribute to his unique approach to wealth management.
A New Berlin native, he lives there with his wife, Heidi, of over 35 years. They have four children and eight grandchildren. Robert enjoys playing with his grandkids, riding his Harley, visiting St. George, UT, and staying active through gym workouts and yard work. He is very active in his community which includes being a member of the New Berlin Chamber of Commerce (former Board Member), AICPA, WICPA, and faith-based community service.
