Bob Schwarz

As a fiduciary advisor, I show our clients what the best recommendation is and the advantages and disadvantages of each investment.

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About Me

Bob's Story

“My mother got me interested in the equity markets when I was 8 years old in the small town of Onaga, KS. My heart has always been in the markets since a young age. My mother even loaned me the money to start my own financial business over 40 years ago. I’m Kansas born and Kansan bred, which is why I love working throughout Kansas including all four corners of this beautiful state.”


Bob has over 45 years of experience in the insurance, annuity and investment industry. He passed the Series 7, 63 and 24 exams and has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1991. He is a member of the Financial Planning Association (FPA).

Bob is a graduate of Wichita State University. He currently lives in Silver Lake, Kansas, and enjoys hiking and spending time with his grandchildren. He is an avid history buff and likes to take pictures of landmarks around Kansas as a way to preserve Kansas history.  Bob and his wife, Debra, have three sons: Jake, Kurt and Cole, and a dog named Atticus, who remarkably resembles the dragon from “The Neverending Story.”

"As a fiduciary advisor, I show our clients what the best recommendation is and the advantages and disadvantages of each investment. This allows our clients to make a decision based on what’s best for them and their family."

Bob Schwarz Team

Julie Falk

Julie Falk

Director of Client Relations & Marketing

Kris

Kris Dinkel

Director of
Administration

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