Principal & Client Relationship Manager, CPA, CFP®, MBA
Client Relationship, Investment Review Committee
Bob has over 20 years of wealth management, financial planning, and estate planning experience. Prior to joining Palisade, he was the Director of Wealth Advisors and Senior Wealth Advisor for Vector Wealth Management. Prior to Vector, Bob was President and CEO of Northern Trust Minnesota, Senior Vice President and Director of Wealth Management Advisors in the Private Client Reserve for U.S. Bank, and a Wealth Strategist and Director of Financial & Estate Planning at U.S. Trust. Bob received an M.B.A. from the University of St. Thomas in Finance and a B.S. from the Carlson School of Management at the University of Minnesota in Accounting. He holds the Certified Financial Planner (CFP®) professional designation and is a Certified Public Accountant (CPA). Bob is a graduate of the Good Leadership Certification Program and is a member of the Minnesota Society of CPAs, the Financial Planning Association, and the Twin Cities Estate Planning Council.