Managing Director/Addison Branch
With nearly 20 years of experience in the financial services industry, Rob specializes in developing highly customized retirement plans for his clients who are nearing retirement or have recently retired. This work includes detailed retirement planning, with a customized approach to meet each client’s specific goals. Using Wells Fargo Advisors’ Envision® planning tool, this is. accomplished through a series of interviews, thoroughly examining “what if” scenarios and candid discussions where education is a key driver for both Rob and his clients.
This plan is implemented through an investment approach that’s geared towards total return and additional savings when applicable, with a focus on minimizing expenses and investment related taxes whenever possible. As your financial advisor, Rob understands the importance of tax planning strategies before and after retirement as an increasingly important tool and frequently talks with clients about how to potentially minimize future income taxes.
Rob is a graduate of the University of Nebraska in Lincoln and earned an MBA from The University of Texas at Dallas. He is an avid supporter of Cornhusker Football and an active member of the University of Nebraska Alumni Association. He enjoys spending time outside the office with his wife, Michelle, and three daughters, Katelyn, Marissa and Alexa. This includes time spent as a family lending a helping hand at the North Texas Food Bank.
"I love helping people which is why I love what I do. I’m passionate about educating clients and helping them so that they can spend LESS time worrying about their finances and MORE time enjoying family, friends and their most important passions in life."
– Rob Hrnicek, Managing Director/Addison Branch
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