Vice President — Senior Wealth Advisor
Bob
Bertsch
Bob earned his Finance degree from the University of Iowa, his Juris Doctor degree from Creighton’s School of Law, and is a Chartered Advisor in Philanthropy (CAP®). He He currently serves on the Goodwill Omaha Board of Directors.
Contact Bob for help with:
- Investment management
- Wealth planning
- Wealth management services
- Portfolio management
Let’s get in touch
If you’ve got questions, I’ve got answers! Simply click the Contact Me button to the right and provide your contact information, as well as a brief message about your needs, and I’ll follow up shortly.
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