Robert Stanlick

Robert Stanlick

Founder and Managing Partner

As a part of the top financial consulting firms and a financial professional since 1990, Robert has in-depth knowledge of financial issues that comes from nearly a quarter-century of experience. In addition to a bachelor's degree from Colorado State University-Pueblo, he has completed programs from the College of Financial Planning and from the Life Underwriters Training Council.

Robert's experience and training enable him to assist clients with services ranging from retirement income and Social Security planning to tactical investment strategies and legacy planning. Robert enjoys riding his Can-Am Spyder through the mountains with his wife, Kelli. They enjoy spending time with their four grandkids and being involved with their church. Check the background of this financial professional on FINRA’s BrokerCheck.