Robert Ross

Bob has been a Financial Advisor for over 50 years and absolutely loves what he does. He graduated from UW-Whitewater 1971 with a BBA and has earned numerous industry designations over the years. He joined forces with Dave Bernarde in 2021 to focus solely on Tax Strategy for high net worth clientele.

He loves the results they have been able to achieve for these very special clients. Using tax mitigation strategies to legally and ethically reduce our clients tax liability is enormously satisfying work.

He is married over 52 years with three children and four granddaughters who are the love of his life. Bob loves to travel and especially if he can get a round of golf in at his destination.