At IH Mississippi Valley Credit Union we believe you’re worth more. Our financial advisors at IH Mississippi Valley Credit Union Investment Services are uniquely qualified to provide you with exceptionally sound financial advice and help improve your financial well-being.
(309) 793-6200 Ext. 80195
Bob has been helping clients with financial planning for more than 20 years, and a CFP® professional for ten. He currently specializes in personalizing wealth accumulation strategies, Individual Retirement Accounts (IRAs) and retirement plan rollovers.
He received his B.A. degree from Loras College. Bob has remained active in the community, serving as a board member of the Illowa Partnership for Philanthropic Planning, Little League town representative, and Junior Achievement volunteer.
We’ll work diligently to help you build financial strength and well-being through planning, performance and follow-through at all three stages of your financial life cycle.
Through basic savings and money management, you’ve accumulated the seeds for long-term financial growth. By planting these seeds in tools such as stocks, bonds, annuities and mutual funds, we can help you go from saver to investor.
Timely, effective management is vitally important as your investments begin to accumulate returns. We’ll help you with tax planning, transfers of assets, estate planning and more.
Now it’s more important than ever to make sure your investments are protected so you have enough funds to ensure your standard of living after retirement. You work hard for your money, we’ll help make sure you keep it.
Our advisors are securities licensed in IA, IL, and WI.
Securities offered through Broker Dealer Financial Services Corp., Member FINRA (www.FINRA.org) & SIPC (www.SIPC.org). Securities are not are not federally-insured; are not obligations of the credit union; are not guaranteed by the credit union; involve investment risk, the value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible; may be offered by a dual employee who may accept deposits on behalf of the credit union and may sell non-deposit investment products on behalf of a third-party securities broker-dealer.