Your primary advisor
Meet Rob Mendenall
Wealth Advisor | Investment Adviser Representative | RICP®
Rob Mendenall has worked in the financial services industry since 2000, helping individuals and families navigate retirement planning, investment management, retirement income, college funding, and other important financial decisions.
Rob is a 1991 magna cum laude graduate of Western Michigan University, where he earned a Bachelor of Business Administration in Marketing with a minor in Finance. He holds the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services, with specialized education in retirement income planning.
As an Investment Adviser Representative of Wealthspan Investment Management, LLC, Rob focuses on providing practical, education-driven guidance designed around each client’s goals, circumstances, and long-term financial needs.
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.