Our Financial Advisor

Bob Tesch, CFP®, CLU, Private Client Advisor, Certified Financial Planner
Wells Fargo Private Client Services

Professional Experience
	Bob has been working in the financial services sector since 1985.
	He became a Trust Officer in 1990 and for 6 years installed and administrated Qualified Retirement Plans for Colorado National Bank. Since that time Bob has focused more on assisting individuals and business owners who are seeking investment, retirement, and wealth management solutions.

Professional Affiliations
	Bob is very involved in the Montrose area, and has served on the Board of the Black Canyon Boys and Girls Club, the Montrose Community Foundation, and the Montrose Rotary Club.

Professional Designations and Licenses
	Certified Financial Planner
	Chartered Life Underwriter
	Series 7 & 63 Licensed

Education and Training
	Bachelor of Science, Colorado State University
	Master in Education, Colorado State University
	Cannon Employee Benefit School
	CLU - The American College

Board of Directors, Advisory Council, and Staff