VP, Senior Financial Planner

Rob Roels

Rob is a Certified Financial Planner™ who loves to sit down with a client and really get to know them. His goal with each new client is to fully understand their financial status and goals, to understand their hopes and dreams for the future, and to help them make that future achievable.

When he’s not working with clients to turn their dreams into realities, Rob likes to stay busy. He can usually be found on the go in the great outdoors, whether that’s backpacking, kayaking, or volunteering with Stand Together, an organization that partners with local groups to revitalize communities and empower people.