Robert (Bob) Ward

Robert (Bob) Ward has held senior level planning positions for over forty years. He concentrates on the issues that help people lead a worry-free retirement. Distribution, tax and estate planning issues are the major areas of Bob’s focus.

Bob holds a Bachelor of Science degree in Industrial Education from the University of Wisconsin – Stout in Menomonie, Wisconsin. He has held senior level planning positions with three fortune 500 companies and one Minnesota state agency. He has led the creation and development of three startup ventures.

Bob was one of the first persons in the United States to complete the “Retirement Income Certified Professional”(RICP) designation, which focuses on current strategies that will assist individuals on how to live a worry-free retirement. He also has his Chartered Financial Consultant(ChFC) and Certified Long Term Care Consultant (CLTC) designations and is licensed to sell life and health products.

Bob has led international Habitat for Humanity Builds to eight countries on the six different continents that Habitat for Humanity serves. He is a former board member for the University of Wisconsin – Stout Foundation, Hennepin Technical College Foundation, and has mentored a young man for over eight years through the Kids “N” Kinship program. He has been married for over 40 years to Shelley, and they have three grown children and two grandchildren, who all live in the Twin Cities.