Robert is a financial advisor with North Star Consultants’ Medical Division, working primarily out of Cincinnati. He runs an independent financial practice working 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 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 he also holds in high regard: family-oriented, goal-centered, honest and compassionate. His main priority is to help his clients make wise financial decisions and to bring them financial security. Robert believes transparent communication between both parties is vital to accomplish this.
Robert spends most of his time working with young physicians as they settle into practice and often settled into life. He has found that by working with physicians in the beginning stages of their careers, he can help them form the proper savings habits necessary to pursue their financial goals efficiently and thus make a greater impact in their lives.
Robert has conducted educational speaking engagements at several of the teaching hospitals across the country including Cleveland Clinic, University of Cincinnati Medical Center, Ohio State University, University of Michigan, Spectrum Health, University of Pittsburgh, Mercy Health, University Hospitals/Case Western, Detroit Medical Center, Summa Health, Akron General, MetroHealth, TriHealth, Michigan State University, Wayne State University, University of Kentucky, University of Louisville, Indiana University, Henry Ford Health, St. Vincent Health, Wright State University, Mount Carmel Health, OhioHealth, Nationwide Children’s, Cincinnati Children’s, Akron Children’s, The Christ Hospital Health Network, St. Elizabeth Healthcare and University of Toledo.
Some of Robert’s specialties:
- Wealth management
- Retirement funding options (Solo 401(k), SEP, 410(k), 403(b), Roth IRA)
- Tax-efficient investment strategies*
- College-funding options
- Debt management (student loans, personal loans, credit cards)
- Asset protection strategies*
- Physician-specific disability insurance
- Life insurance 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, Robert enjoys outdoor activities such as backpacking, hiking and camping as well as spending time with dogs in his free time.
Interested in learning more about Robert? Give him a call at 513.309.4369.
Robert is a registered Representative and Investment Advisor Representative of CRI Securities, LLC and Securian Financial Services, Inc.
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