We are pleased to announce the hiring of Robert Reichwein to our growing family of professionals.
We continue to be so honored to serve a growing number of families with financial planning, investment using our Total Wealth or holistic approach. To support our growth and maintain an extra-mile service in our comprehensive services, we are excited to welcome two new members to our team last month.
Rob was hired as an Associate Financial Planner in November 2022. In his role, he will support the financial planning team with insurance analysis, tax projections, college and retirement analysis, as well as other updates to client’s financial plans. Will also supports clients with various administrative tasks and problem solving to make their lives a little easier. Prior to joining the firm, Rob worked for Protective Life and Fidelity Investments where he gained years of experience in serving clients with insurance and retirement planning. He earned his Bachelors in Communications from the University of Cincinnati.
Rob was raised in Wyoming Ohio as the middle sibling of five brothers. Rob can often be found frequenting coffee shops around Cincinnati or watching the Bengals win on a Sunday…hopefully. Rob is a committed member of his church where he often serves on the weekends. Feel free to also ask Rob about his large dogs that weigh more than most people do.
As we grow to serve more families in search of our Fiduciary wealth planning guidance, it’s important that we keep our family-like culture and that’s why we’re excited to have Rob join our team. Your continued confidence in our services is extremely important to us, and we appreciate it.
Author: Rob Siegmann is a partner and chief operating officer of Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He is often quoted in industry publications such as The Cincinnati Business Courier, Wall Street Journal, Yahoo finance, Financial Planning Magazine, Cincinnati Enquirer as well as others. Rob is grateful to serve others, including his team of CERTIFIED FINANCIAL PLANNER™ practitioners and the clients they serve, so they can live their greatest life through well informed and prudent financial decisions. Rob can be reached at firstname.lastname@example.org.