Growing up on a family farm, Rob believes that determination is key to achieving one’s goals and approaches retirement planning no differently. Whether you are looking to retire tomorrow or in 20 years, putting together a plan with a holistic view of your life can help determine where you are, and develop goals for where you want to be. Understanding that no two plans are exactly alike, Rob creates plans with the goal of guiding clients on their path to success through realistic and attainable goals. Whether you meet with Rob or any of the experienced advisors on the Wheeler DeGraaf Financial team, we are here to help you to and through retirement, the Wheeler DeGraaf Financial way.
Rob joined Wheeler DeGraaf Financial in 2019 after coming from the banking and health insurance industries. Along with holding his FINRA Series 66 securities registration, Rob earned his Chartered Retirement Planning Counselor® designation in 2021, which specializes in helping clients through their pre- and post-retirement needs, as well as issues related to asset management and estate planning. Rob earned a BS in Finance degree from St. Cloud State University and currently lives in Becker, MN, with his wife, Heather, and their son, Jack. Away from the office, Rob and his family enjoy getting outdoors, including camping and hiking on the North Shore, helping out on the family farm, and perpetually attempting to keep the deer and rabbits out of their garden (determination!).
To learn more about partnering with Wheeler DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.