Rob Wick

Sales Development Advisor

Rob Wick

Rob is a true proponent for the advisors and clients he has the honor to work with. From prospecting, structuring cases and closing business to client events, sales ideas and marketing, advisors turn to Rob for his top-tier expertise and personalized guidance.

Through his tenure in the financial services industry, he has gained extensive experience in distribution and sales of investment products through financial intermediaries. Rob takes pride in adding value beyond product and being a continual advocate for the customer while growing books of business.

When not in the office, you’ll find him spending time in the mountains with his wife Suzy and two children, Camille and Vincent. An avid hiker, he is working on accomplishing all of the 14ers here in Colorado. You will also find him on the golf course or being active at his church.

Let's talk

get in touch
LinkedIn
Twitter
Facebook
Instagram