Professional Experience
Rob has dedicated over four decades to guiding clients through their financial journeys with integrity and expertise. He served as Senior Vice President at Johnson Financial Group for 35 years. Since 1989, Rob has worked side by side with his longtime client planning specialist, Anne Poisl - a partnership built on trust, continuity and a shared commitment to exceptional client service.
In 2018, Rob and Anne made the decision to join Baird, where they could offer clients access to industry-leading resources, variety of planning tools and a broader suite of investment solutions. Rob specializes in personalized financial planning and delivers a high-touch advisory experience designed to help each client confidently pursue their unique goals - in life and in legacy.
Education
Rob earned his degree in Economics from Wheaton College, where he was also a proud member of the Men's Basketball team - an experience that helped shape his leadership and team-oriented approach to life and business.
Rob is a CERTIFIED FINANCIAL PLANNER® professional, demonstrating his commitment to providing expert, objective and professional financial planning services. Rob also adheres to a strict code of ethics and completes ongoing continuing education to stay current on the latest planning strategies and financial trends.
Personal Information
Rob was born and raised in Racine, Wisconsin and graduated from Park High School. He met his wife, Jean, at Calvary Memorial Church and raised their three children Paul, Hannah and Rob in the same house he grew up in.
His father, an immigrant from Denmark, started a small Masonry business in Racine. Rob spent his summers working as a bricklayer, where he learned the value of hard work - a lesson that continues to guide his life and career today.
Rob enjoys spending time with family, attending church, and getting outdoors whenever possible - whether it's a round of golf or a quiet afternoon fishing with his sons. Most recently, Rob and Jean have embraced the joy of becoming grandparents, a role they absolutely love.