Join us in celebrating Bob Goellner’s retirement

To celebrate our founder’s retirement, we invite you to watch this video we made to honor his life’s work.

While that video is worth well over a thousand words, it’s worth adding that Bob has moved to an ‘elder statesman’ role with the firm. He’s no longer coming in every day, meeting with clients and managing investment portfolios, but he is coming in once a week for the forseeable future to provide his wisdom and guidance. As you can see from the video, Bob’s career was spent in service to others, helping people become their best selves, and that is not a responsibility that’s easily put down. We’re thrilled to still have Bob’s experience available, and we hope he will continue letting us pick his brain for the forseeable future.

Bob would love to hear from you! Whether you’ve been a client for many years, are a friend of Bob’s, or just want to share something about the video, please use the contact form below to send him a note! He’s checking in from time to time, and looks forward to hearing from you (just don’t expect an immediate response – email or give us a call with anything urgent).

Share your thoughts with Bob

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