Before joining Wealth Enhancement Group in 2019, Robert was a managing partner with Planning Solutions Group. He specializes in providing comprehensive financial planning strategies, with an emphasis on estate preservation, business succession planning and asset management. Robert has been a featured speaker at many industry events and is a trusted partner to area CPA firms, banking institutions and law offices and he was named a FIVE STAR Wealth Manager (2017-2023)*.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/16 for the period of 3/26/16 - 11/11/16. Awarded 1/01/18 for the period of 4/21/17 - 11/06/17. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.