Robert began his financial services career early in life and has continued ever since. After graduating from the University of Minnesota in Morris, he began working for IDS (now Ameriprise). He knew he’d made the right choice as early as the initial training program, which, as he vividly recalls, “enlightened me to my financial aspirations in life.” He also made a connection with a respected IDS colleague, Doug Lennick, who became Robert’s mentor. Doug went on to be a well-known motivational speaker in the industry.

Robert later moved to Ochs Financial Services, a company that focused on state, city, and county retirement plans. There, he primarily dealt with the state university system and public employee retirement planning. In the process, he worked with a lot of 457 and 403B plans.

In the mid-90’s Robert created his own company focused on “total wealth management planning that enabled me to develop blueprints for clients to help them achieve lifetime goals.” Now Robert continues his mission with Vantage Point, adding his experience and dedication to client service to our team.

Throughout Robert’s 30+ years in the financial industry, he’s also drawn on lessons gained playing sports. For Robert, “Sports influenced my desire to be the best at what you do, whatever that may be.” Growing up in Anoka, Minnesota, Robert played baseball, football, and basketball. He also values the time he spent outdoors, hunting and fishing at his grandparents’ farm in Morris, Minnesota.

After high school, Robert spent three years playing professional basketball in Sweden. He remains in touch with the many friends he made during this experience.

Today, Robert and his wife Kelly divide their time between Anoka, Minnesota and Oconomowoc, Wisconsin. They have five grown kids, Bryan, Jessica, Sophia, Kenzie, and Morgan. With six grandchildren participating on various teams, Robert has no shortage of opportunities to enjoy attending sporting events in his spare time.