As a Financial Advisor with Realize Wealth Management Group at Morgan Stanley, Bob brings strategic insight and deep experience to the team's comprehensive wealth management practice. After serving in vocational ministry, Bob was drawn to financial advising by its unique opportunity to make a meaningful impact in people's lives through sound financial guidance. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy® designations, reflecting his commitment to excellence in financial planning and philanthropic services.
Since joining the industry in 2014, Bob has focused on delivering sophisticated wealth management solutions through a disciplined and comprehensive planning process. He works alongside a distinguished team of professionals, including CFP® practitioners and CFA charter holders, who together provide clients with extensive investment management and planning capabilities.
The team's comprehensive approach encompasses investment management, retirement planning, estate planning strategies, philanthropic services, and risk management strategies. They serve established high-net-worth families and organizations while also working with emerging wealth creators who are actively building their investment portfolios; a multi-generational approach to help support you as you grow, preserve and share your hard-earned wealth. Additionally, the team's commitment to excellence was affirmed by their inclusion in the Forbes Best-in-State Wealth Management Teams Ranking for 2024 and 2025.
Bob focuses on integrating charitable giving and philanthropic planning with retirement and estate planning strategies. He helps clients align their wealth with their values through access to values-based investment analysis tools and customized portfolio solutions. The wealth management process seeks to help ensure every client fully understands and agrees with every recommendation and how it most efficiently meets their goals.
A graduate of Creighton University's Heider College of Business with a BSBA in Entrepreneurial Management, Bob also completed Bible school and vocational ministry training. He remains active in church leadership and serves youth and college students throughout the Midwest. Bob lives in Omaha with his wife Katie, their daughter Riley, and their beloved pets.
2024-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Services Include
- Philanthropic Management
- Endowments and FoundationsFootnote2
- Donor Advised Funds
- Institutional Services
- Wealth Management
- Trust Accounts
- Sustainable Investing
- Financial Planning
- Retirement Planning
- Asset Management
- Estate Planning Strategies
- 529 Plans
Securities Agent: AR, VA, MO, FL, NV, NC, MI, IN, CO, WY, WA, MT, NY, IA, DE, DC, CT, OR, OH, KY, NH, IL, CA, AK, WI, SD, OK, NM, NJ, MN, MD, KS, GA, AZ, TX, NE, ID, AL, SC, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 1779558