Personal

Bob Stolz resides in Xenia, where he's lived for over 20 years. He's been married to his wife Kelly for over 28 years and they have a 17-year old son, David. 

As an active community member, when Bob isn't assisting clients with their financial plans, he's likely spending time with a number of different organizations, such as: 

• BNI (Business Networking International) 

• St. Brigid Parish, Xenia: 

○ Board Member for Partners in Education  

○ Member of the Knights of Columbus

In his spare time, Bob spends time unwinding in a variety of different ways:

  • Exploring an eclectic range of music interests from classic rock to jazz 
  • Reading about current events and history 
  • Occasionally, enjoying cigars and bourbon (Arturo Fuente Cigars and Evan Williams Honey Bourbon)  
  • Most of all, spending time with family - whether that's taking family trips or going to volleyball games 

Professional

I am licensed to do business in many states across the country, and have more than a decade and a half of experience in providing a meaningful client service experience.

Everyone is in a different place in life, and the goals we're working to meet can be daunting. It's a pleasure for me to sit with you, maybe enjoy a cup of coffee or a meal, and get to know where you're coming from and where you are headed.

I am blessed to work with a phenomenal team of people whose first focus is doing what is right for you and your family.

 

Years of Experience

Representing Northwestern Mutual since 2009.

Education

Degree

Bachelor of Science

Major 

Journalism

Institution 

Ohio University - Athens

     
     

Awards and Recognition

National Association of Insurance and Financial Advisors Quality Award 2013-2014

Award recognizing commitment to excellence in service to clients and industry

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline