Vice President — Senior Wealth Advisor
Headshot of 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.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.