Robert is a Financial Advisor with North Star Consultants’ Medical Division, working primarily out of Cincinnati, OH. He runs an independent financial practice in which he works primarily with specialty physicians and dentists. With a focus on providing a comprehensive financial services experience, Robert helps his clients grow and protect their wealth. Ultimately, Robert’s goal is for all of his clients to reach financial independence and to have the option to retire comfortably.
Working with medical professionals has allowed Robert to work with those who he believes share many of the same values that he also holds in high regard: family-oriented, goal-centered, honesty and compassion. His main priority to is to help his clients make wise financial decisions and to bring them financial security. In order to accomplish this, Robert believes that transparent communication between both parties is vital.
Robert spends the majority of his time working with young physicians as they settle into practice and often times settled into life. He has found that by working with physicians in the beginning stages of their careers, he can help them to form the proper savings habits necessary to efficiently pursue their financial goals, and thus make a greater impact in their lives.
Some of Robert’s specialties include:
- Asset Protection Strategies*
- College Funding Options
- Physician Specific Disability Insurance
- Debt Management (student loans, personal loans, credit cards)
- Life Insurance Strategies
- Wealth Management
- Retirement Funding Options (Solo 401k, SEP, 410k 403b, Roth IRA)
- Tax-Efficient Investment Strategies*
- Financial Considerations When Exiting a Practice*
- FINRA Series 7 and 66 registered
- Life and Health Insurance Licensed
- Variable Life and Annuity Licensed
- B.S. in Accountancy from Miami University
Originally from and currently residing in Cincinnati, OH, Robert enjoys outdoor activities such as backpacking, hiking and camping as well as spending time with his Doberman, Blitz, in his free time.
Interested in learning more about Robert? Give him a call at the number listed above.
Robert is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2601972/DOFU 6-2019
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
312 Walnut Street, 16th Floor
Cincinnati, OH 45202