Meet the professionals who can help you

Pursue Your Goals

We guide individuals and families toward their ideal retirements.

 

Meet The Team

The team behind Barthen Financial & Insurance Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Rob-Barthen2

Robert Barthen

Founder, Financial Advisor

Whether saving for their first home or putting money away for retirement, Rob is dedicated to helping clients and their families reach their financial goals through a well-thought-out strategy.

The youngest of seven, Rob learned early the value of hard work, saving and treating people the way he would wish to be treated. He began his career with Thrivent Financial in 1990. Realizing he wanted greater flexibility to represent his clients’ interests, Rob started his own firm in 2000 where he focuses on helping people develop a plan that is designed to have their money last as long as it needs to. Using proper asset allocation, risk management and other strategies, Rob helps his clients pursue their goals regardless of the economy.

With decades of experience, Rob knows the financial fine print of retirement, and how the details can potentially impact your vision of the years ahead. He listens to your goals and dreams, and then carefully considers the next steps and strategies to help get you there. Rob and his team then put together a clear plan, unique to you, that addresses every big piece of your retirement, including income planning, wealth management, wealth preservation, Medicare options and long-term care strategies for your family.

Away from the office, Rob enjoys spending time with his wife, Tammy, and their children, Carter and Jack. Some of his favorite hobbies include hiking, biking, water skiing and hunting.

Tammy Barthen

Marketing Coordinator

Linda Lohse

Administrative Assistant

Ready to take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 715.834.9040.

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