Our Team

Bob Stern
Financial Consultant
Bob2

Stern Wealth Management
We are an Independent Financial Services Company and an  Independent Insurance Agency  that provides a disciplined conservative approach to the financial needs of our clients.

Managing wealth successfully requires a broad range of solutions. As an independent financial consultant, Bob Stern has the freedom to offer non-biased financial advice that works best for each of his clients.

Put your finances in the care of an experienced professional that delivers superior service and investment advice. Call Bob and schedule an appointment today.

Bob Graduated from UNO with a BS in Economics. He holds Series 7, 24 and 63 registrations with LPL Financial and also has Life / Health and P & C Licenses. Having served clients since 1994, Bob has always had an independent attitude towards his clients.

Bob Stern is a registered representative with, securities and advisory services offered through LPL Financial   Member FINRA/SIPC


Connie Huggett
Administrative Assistant

Connie

Stern Wealth Management
We are an Independent Financial Services Company and an  Independent Insurance Agency  that provides a disciplined conservative approach to the financial needs of our clients.

Connie brings over 5 years of Insurance experience to our Company. She specializes in Auto Insurance, but has a thorough knowledge of Homeowners and Flood Policies as well. She is one of the most helpful Administrative Assistants in the Industry.

About LPL Financial

LPL Financial is a leading source of independent objective advice for accumulating and managing personal wealth. Because LPL Financial doesn’t offer proprietary products or engage in investment banking activities, Bob can devote his time and energies to understanding your individual financial objectives and provide unbiased investment recommendations that best suits your needs.