OUR TEAM
Rob serves as the primary advisor for his client relationships. Laurie Stevenson supports the day-to-day client experience, while the broader Wealthspan Investment Management team provides additional perspective, investment resources, planning support, and continuity when needed.
Wealth Advisor
Investment Adviser Representative
Rob serves as the primary advisor for his client relationships, helping individuals and families navigate retirement, investment decisions, and other important financial matters.
Meet Rob
Office Manager
Laurie is an important point of contact for clients and helps coordinate meetings, paperwork, service requests, communications, and the day-to-day details that keep client relationships running smoothly.
Meet Laurie
Wealth Advisor
Investment Adviser Representative
Jade is part of the broader Wealthspan advisory team and supports clients and advisors with investment strategy, portfolio management, financial planning, and long-term decision-making.
Meet Jade
Wealth Advisor
Investment Adviser Representative
Jeff is part of Wealthspan's leadership and advisory team and supports clients and advisors with financial planning, investment strategy, firm leadership, and long-term decision-making.
Meet JeffHOW THE TEAM WORKS
Rob remains at the center of the client relationship while drawing on the people and resources of Wealthspan when additional perspective or support is helpful.
Rob remains the primary advisor for his client relationships and the person clients turn to for planning conversations and financial decisions.
Wealthspan provides additional investment research, portfolio resources, and perspective that Rob can draw on when serving clients.
Financial planning often involves retirement income, investments, taxes, estate considerations, and family priorities. The broader team can provide additional support when appropriate.
Laurie and the broader Wealthspan organization help support client service, administration, compliance, and continuity behind the advisory relationship.
A conversation is a simple way to discuss your questions, priorities, and whether Wealthspan may be a good fit.
Schedule a Conversation