Our Associates

Bob Roberts
Financial Advisor
Indianapolis, IN

Bob Roberts

Bob has been in the financial services industry for over 25 years, receiving numerous professional awards while serving his clients’ financial needs. Bob believes the key to his success is in developing long-term relationships, getting to know people and their needs, and sticking to his philosophy of treating everyone the way he would want to be treated.  He infuses every professional opportunity with a positive mind-set:

“I choose to look at difficult situations with a can-do attitude. I see them as opportunities rather than problems. Also, I enjoy working alongside my clients’ other advisors and professionals to help ensure the best possible scenario for the people I assist.”

Bob has stayed involved with Cathedral High School and Ball State University; and he is still very active in Phi Delta Theta Fraternity where he has served in various capacities.

Bob is active at St. Luke Catholic Church, and Holy Family Community. He and his wife, Debbie, have been married over 25 years and have five children.  Leisure time is spent watching the children’s sporting events, “dabbling a little” on the coaching side, and vacationing at his lake cottage.