Your primary advisor
Meet Rob Mendenall
Wealth Advisor | Investment Adviser Representative
Rob Mendenall has worked in financial services and financial education since 2000. His work today centers on helping individuals and families navigate retirement, investment decisions, and the financial questions that arise as life and priorities change.
Rob attended Western Michigan University, where he studied Finance and Marketing. His approach emphasizes clear conversation, thoughtful planning, and helping clients better understand the decisions in front of them.
Rob serves as the primary advisor for his client relationships and remains the person clients turn to for planning conversations and financial decisions.
ROB'S APPROACH
Listening comes first. Good advice starts with understanding what someone is actually trying to accomplish.
Rob places a strong emphasis on education and clear communication—helping clients understand what a strategy is designed to do, the risks and trade-offs involved, and how it fits into their broader financial picture.
Financial plans are not static. As circumstances, priorities, markets, and applicable rules change, the strategy can be revisited and adjusted when appropriate.
Working with the Broader Wealthspan Team
Rob is an Investment Adviser Representative of Wealthspan Investment Management, LLC, an SEC-registered investment adviser. Clients work directly with Rob while benefiting from the firm's investment, planning, compliance, and client-service resources.
Laurie Stevenson supports scheduling, paperwork, and day-to-day client service, while Jade Rossback, Jeff Stukey, and the broader Wealthspan team provide additional investment perspective, planning support, and continuity when helpful.
Talk with Rob about what matters to you.
A conversation is a simple way to discuss your questions, priorities, and whether Wealthspan may be a good fit.
Schedule a Conversation