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Robert Ruelle, CLU®, CHFC®, MSFS®, AEP® RHU®,REBC®

Robert Ruelle, CLU®, CHFC®, MSFS®, AEP® RHU®,

Managing Director of Financial Planning & LPL Registered Administrative Assistant

Bob oversees all Financial Planning operations for the firm with an emphasis on enhancing fee based financial planning services and expanding the platform to include other advanced planning resources including legal review and accounting services. Bob is a graduate of the Marquette University School Of Business Administration with a Bachelor of Science degree majoring in Finance, as well as a graduate of the American College with a Master of Science in Financial Services (MSFS).