Meet The Team

Paraplanner

Robert Klann

Robert joins the team as a Paraplanner, bringing experience from internships with both Morgan Stanley Wealth Management and Blue Cross Blue Shield of Michigan. With a strong background in finance, teamwork, and discipline, Robert is excited to continue growing within the financial services industry while supporting clients and advisors alike.

Originally from Livonia, where he still lives today, Robert enjoys staying active outside of work through golf, basketball, weightlifting, and watching movies and sports. A former college baseball player at both Michigan State and Wayne State, he’s no stranger to hard work, competition, and collaboration.

When he’s not in the office, you can probably find him cheering on the Detroit Pistons or grabbing a meal at Fleming’s.