Your Goals and Dreams, Our Guidance

Many describe Rob Siracusano as one of the hardest working financial professionals in the country. His tireless hours spent meeting with clients and his overall devotion to the satisfaction of his clients has been the secret of his success since the mid-1990’s. Rob attributes this discipline and work ethic to his more than 10 years competing at the world level in Pre-Olympic athletics. His athletic preparation has proven to be one of the best precursors imaginable to servicing and maintaining a very successful financial services business. His greatest quality as a financial advisor is how he can educate clients and make some of the most difficult economic principals and topics understandable to everyone. He earned his bachelor’s degree from Southern Illinois University in 1995, and in 2024, he earned his MBA from the Northwestern University Kellogg School of Management. 

In 2024, Rob was also ranked on Forbes’ list of America's Top 250 Wealth Advisors, Forbes’ list of Best-In-State Wealth Advisors, and Barron’s list of America’s Top 1,200 Financial Advisors.

 
CA Insurance License Number #0F09177, Resident IL.

2024 Forbes America's Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2024 Barron's Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). Award disclosures

Charlie anchors our team’s investment philosophy of discipline, value, and research. He is known as the team’s “eyes on the screen.” Charlie is typically in the office and available to answer client questions as they arise. He developed an interest in the financial markets at a young age and in his teens earned the nickname “Alex P. Keaton”, reflecting the television character’s strong and often comical focus on finances. He holds a bachelor’s degree in finance from the University of Illinois’ College of Commerce and Business Administration at Champaign-Urbana. He has over two decades of investment experience and is one of the founding members of our firm in 2003.

 

CA Insurance License Number #0F58056, Resident IL.