Founded by Robert Wickenkamp (AIF, RICP) after the crash of 2008. He transitioned to an independent financial adviser. He felt this independence would allow him to help his clients prepare better for downside markets. Robert’s independence and over 25 years of experience allow him to challenge conventional wisdom and think “outside the box” which he believes helps his clients find better solutions. Robert holds his Series 7, 63 and 66 licenses. He has earned distinctions as an Accredited Investment Fiduciary (AIF) and Retirement Income Certified Professional (RICP).
Family is important and at the heart of what RJW does. RJW loves getting to be a part of helping clients and their families reach their financial goals! Robert feels blessed to get to be a part of his clients lives as they achieve their dreams! He loves seeing his clients embark on new adventures like moving closer to their grandchildren or a warmer climate. Sometimes the dream is turning their passion into a full time endeavor. Whatever your dreams, they don’t just happen. It takes hard work and a solid plan. RJW is here to support your family every step of the way and celebrate with you!
Robert is very proud of his two big hearted beautiful daughters, Emily and Natalie. Emily has a successful career as an Occupational Therapist. Natalie is working on her doctorate. Robert and his wife, Christy are looking forward to celebrating their 25-year anniversary in 2025. Robert enjoys playing cards, socializing, traveling, hiking, reading and watching college basketball.