Financial strategies that integrate your life and legacy

Robert’s mission is to provide customized wealth management solutions to high-net-worth clients so they can gain the financial flexibility to reach the lifestyle they’ve worked so hard to achieve. Our group strives to develop long-lasting relationships built on trust, integrity and top-notch customer service.

Robert has over 30 years of experience in the financial services industry, including 26 years as a financial advisor. He focuses on assisting individuals, families, business owners and foundations grow their assets and preserve their wealth. Robert earned his BBA from the University of Minnesota–Duluth and passed the Series 7, 63 and 65 exams.

Robert is an active volunteer in several organizations in the Twin Cities metro area and enjoys spending time at the lake or on the golf course. He and his wife, Kristine, reside in Centerville, Minnesota, and have two children and a new goldendoodle.