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Rob Siegmann - Principal & Chief Operating Officer

Rob Siegmann

As Chief Operating Officer, Rob directs Total Wealth Planning operations, client services and marketing activities. He develops and monitors the firm’s compliance program, ensuring all federal, state and regulatory requirements are met. As a Principal, Rob also works closely with guiding his favorite clients, many of which have been with the firm since the founding. His background and experience include:
  • 20+ years experience in financial planning and investment management
  • Bachelor of Science and Business Administration degrees; Masters of Business Administration, focus on finance, Xavier University
  • Series 65 licensed Investment Advisor Representative; member of National Association of Personal Financial Advisors (NAPFA); charter member of the National Advisor Confidence Index
  • Total Wealth Planning member of Investment Policy and Business Planning Committees
Additionally, Rob is engaged with:
  • Board member of the Boys and Girls Club of West Chester/Liberty
  • Volunteer and Fund holder with the Community Foundation of West Chester/Liberty
  • 2015 40 under 40 by the Business Courier
  • Winner of 2015 Business Courier’s stock picking contest
  • C-Change Class 9 (the 513) alumni
  • Frequent moderator and board member of HIFON, a national operations networking group of over 100 leading firms.
Rob enjoys time with his family, the arts, traveling, hands-on projects and the occasional game of strategy.
 
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
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Payments to the IRS through "Direct Pay"
Tuesday, December 4, 2018


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