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 that guide clients on their path to success through realistic and attainable goals. Whether you meet with Rob or any of the talented advisors on the DeGraaf Financial team, we are here to help you to and through retirement, the DeGraaf Financial way.
Rob joined 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 CounselorSM 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 Milaca, MN, with his wife, Heather. Away from the office, Rob and his wife 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 DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.