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Robert Fehlen
Financial Associate
937-694-1464

About Robert Fehlen

Prior to becoming a financial professional, I was the lead analyst at a successful private equity investment group. While I was successful in that role, I found myself lacking the "why" in what I was doing. After much self-reflection and prayer, I realized my calling was to help young families, pre-retirees, and business owners on their financial journey. As a husband and father of two, I have a personal understanding of the many financial questions young parents have as they plan for their family’s future. As a military child, a personal passion of mine is assisting our Country’s Service Members as they make the transition to civilian life. Being in this role is best combination of my financial experience and my desire to cultivate relationships with clients. Now, every day, I can work with others to help them reach their financial goals as they navigate the different phases of life.