Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
Robert J. Siracusano, MBA
Senior Financial Advisor
Registered Principal
Senior Wealth Strategist
Email Address
[email protected]Find Me On
Many describe Rob Siracusano as one of the hardest working financial professionals in the country. His tireless hours spent meeting with clients and his overall devotion to the satisfaction of his clients has been the secret of his success since the mid-1990’s. Rob attributes this discipline and work ethic to his more than 10 years competing at the world level in Pre-Olympic athletics. His athletic preparation has proven to be one of the best precursors imaginable to servicing and maintaining a very successful financial services business. His greatest quality as a financial advisor is how he can educate clients and make some of the most difficult economic principals and topics understandable to everyone. He earned his bachelor’s degree from Southern Illinois University in 1995, and in 2024, he earned his MBA from the Northwestern University Kellogg School of Management.
In 2024, Rob was ranked on Forbes’ list of Top 250 Wealth Advisors and Forbes’ list of Best-In-State Wealth Advisors. In 2026, he was also ranked Barron’s list of Top 1,500 Financial Advisors.
2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com) Award Disclosures
CA Insurance License Number #0F09177, Resident IL.
Certificates
MBA
Languages
- English
Charlie anchors our team’s investment philosophy of discipline, value, and research. He is known as the team’s “eyes on the screen.” Charlie is typically in the office and available to answer client questions as they arise. He developed an interest in the financial markets at a young age and in his teens earned the nickname “Alex P. Keaton”, reflecting the television character’s strong and often comical focus on finances. He holds a bachelor’s degree in finance from the University of Illinois’ College of Commerce and Business Administration at Champaign-Urbana. He has over two decades of investment experience and is one of the founding members of our firm in 2003.
CA Insurance License Number #0F58056, Resident IL.
Languages
- English