Endowment Wealth Management

Rob directs the Family Wealth Management services of the company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Rob's 30 years of professional experiences is key when consulting with clients' families. He began his career at Arthur Andersen & Co., as a staff accountant, serving the needs of small business clients. He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation. Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems. For ten (10) years, Rob was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors. Rob received his bachelors degree from Marquette University with a double major in Accounting and Finance. He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP^®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA^®) designation from the College for Financial Planning in November of 2005

Sam is a Wealth Advisor within the Family Wealth Management area of the company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Sam assumes the role of the client family's Chief Financial Officer and coordinates with the client's current professionals (i.e., attorney, tax accountant, insurance agent, etc.) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client's specific needs. Sam received his bachelors degree from the University of Wisconsin-Madison in Personal Finance. He earned his Certified Financial Planner (CFP^®) designation in 2020.