Kaleb Robuck is an associate advisor and joined the firm after graduating with a Bachelor of Business Administration in finance from Henry B. Tippie College of Business at the University of Iowa. Kaleb is an advocate for financial literacy. The world of finance is filled with ever-changing rules and regulations, and he looks forward to educating his clients on different financial concepts that he believes one should know to have a basic understanding for working toward their retirement goals.
Kaleb creates and implements personalized financial plans for clients based on their individual situations, creates individualized investment portfolios, and helps clients manage risk factors including how to protect their retirement nest egg during their lifetime or providing for their loved ones after they are gone. He supports individuals and families at any stage of their financial life, including young families who are just starting out in their professional and family lives, but he also enjoys working with those who are close to retiring or who have retired. He strives to provide the best service to everyone whether it’s planning for their family’s goals or their own and learning how to leave a legacy to their children. He’s able to connect with people in a way that builds lasting relationships for many, many years to come.
Kaleb is licensed in Life, Health and Disability Insurance and has obtained the Series 7 and 66 financial licenses. This affords him the opportunity to provide clients with a wide range of financial products as he develops financial plans that are individualized to each client.
He enjoys being outdoors whether it’s fishing, hiking or kayaking, loves adventure and traveling, and he stays active at the local Montgomery County YMCA. Kaleb grew up in a large family in Knoxville, Iowa, and enjoys spending time with them. His young daughter also keeps him busy as she’s involved in soccer, tumbling, and dance.