Meet Our Team
ChFC®, CLU®, CASL®, President and LPL Registered Principal
Bob is the founder and President of Stonebrooke Wealth Management Inc., a Minnesota- based firm that specializes in providing financial expertise to those serious about improving their financial position and quality of life. After working over 10 years for a Fortune 500 financial services company, the vision to provide quality solutions in an open environment became a reality. This vision was born out of an intense desire to provide clients with unbiased strategies throughout an independent financial planning process.
Contact: firstname.lastname@example.org or 952-223-6515
Faith, Integrity, Family, Excellence, Relationships, Meaningful Work
Administrative Office Professional
Heather is a graduate from the University of Wisconsin Eau Claire, with a Bachelor’s Degree in Mass Communications with an emphasis in Advertising, along with a minor in Sociology. She is involved in supporting the asset management, financial and estate planning aspects of our business. Additionally, Heather has a passion for providing an outstanding client experience from the very beginning of each our professional relationships. Heather brings a unique value to our clients, enabling them to understand that “Your assets can mean more than money” and “Positive values should be given freely.” Blessed with the gift for the organizational skills with a fresh marketing perspective, Heather is your first point of client communication.
Contact: email@example.com or 952-223-6515
Family, Religion, Integrity, Friendship, Ethics, Helping Others
LPL Financial Planning Group
The additional members of our team include:
Steven Gensler, CFP®, MBA, MSBA | Vice President, Financial Planning Group
Steve is responsible for Wealth Vision, case design and illustrations.
Prior to joining LPL’s home office in June of 2006, Steve was an LPL registered representative for over 5 years. As an LPL OSJ he was responsible for overseeing eleven Advisors and the compliance oversight of several successful FIS programs.
As a lifelong student Steve has earned a BS in Psychology, an MBA, a Graduate Certificate in Personal Financial Planning, an MBSA: Financial and Tax Planning, and a Graduate Certificate in Human Resource Management. He is CFP® Practitioner and is NASD securities licensed 7, 66, and 24 as well as SC Life insurance.
Susy E. Lerner, CFP®, CLU®, CMFC® | Senior Planning Consultant
Susy specializes in comprehensive financial planning, investment strategies, real estate ownership and financing issues, estate and philanthropic planning. She works with practice development and management ideas.
Susy joined the Financial Planning Group in 2008. Her experience includes over 15 years as a successful independent financial planner/OSJ principal, and over 7 years working for financial services corporations as Field Director, Sales Manager, Manager of Wealth Management Solutions, and Regional Financial Planning Director, plus 3 years in residential lending. Her client base included professionals, business owners, and retirees.
She is a CFP® Practitioner (#2741), a Chartered Mutual Fund Counselor, and a CLU®. She earned a BS and M.Ed. from the University of Maryland at College Park. Susy holds Series 6, 7, 63, 65, and 24 licenses, is a licensed California Life and Health Insurance Agent and a licensed Real Estate Agent in California.
Craig Horner, CFP®, ChFC® | Senior Planning Consultant
Craig Horner has over 20 years’ experience in the financial planning industry. Craig is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant who achieved Senior Advisor status, representing the top 5% of American Express Financial Advisors during his 15 years there, and more recently, the Patriot level within LPL Financial Services and has Series 7, 63, and 24 licenses. He received the Mentzer Academic Scholarship to study math and music at the University of Iowa and subsequently taught computer music at the college level. Craig is also a member of Mensa.
During his career he focused on estate and business planning, helping clients to establish charitable trusts, Family Foundations, ILITs, GRATs, and FLPs. Having a special needs child, he became an expert in Special Needs Trusts and the accompanying planning. He also worked with businesses in setting up qualified plans and executive compensation arrangements. Another area of focus was in end-of-life planning, maximizing the retention and transfer of assets to succeeding generations.
Craig served three terms on the Board of Directors for the International Association of Financial Planning and has belonged to the Planned Giving Roundtable since 1989. He’s served on the planned-giving boards of ten charitable organizations and served as President of the Board for the Southern Caregiver Resource Center. He has frequently been quoted in articles and has made numerous presentations regarding retirement, financial and estate planning.
Craig plays the piano professionally several times a week with his wife Deborah on sax and flute. He is an accomplished runner and routinely wins his age class in local 5k and 10k running events.
Roger Moulton Jr., CFP®, MSPFP | Senior Planning Consultant
Roger’s professional experience extends from over a decade at a major wire house where he assumed progressive roles which included northeast fixed income coordinator and financial consultant. As a financial planner, Roger has worked with families, their charitable entities, their business entities, multiple younger and older generations, and the clients’ circle of advisors including; CPAs, Attorneys, business partners, office managers and assistants.
His extensive experience includes the following areas: Investments | Tax planning | Wealth Transfer | Philanthropy | Cash flow planning | Retirement planning | Advanced Estate Planning | Education funding options | Insurance needs analysis | Real Estate buy/sell decision.
Roger earned the degree of Master of Personal Financial Planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER™.
As a financial consultant, Roger holds series 5, 7, 63, 66 and 24 licenses.
Melissa Boyer, CFP®, RICP® | Senior Financial Planning Consultant
Melissa joined LPL in 2016 as a Senior Financial Planning Consultant. She is an accomplished professional with more than 15 years in the financial services industry. As a Senior Financial Planning Consultant Melissa addresses inquires relating to the financial planning platform, financial planning systems, and technical planning issues. Prior to joining LPL Melissa worked for MetLife in various roles supporting advisors in financial planning and advanced markets.
She enjoys helping advisors who share her passion for financial planning. While versed in many areas of financial planning she likes speaking on the topics of retirement income planning, Social Security, annuities, and tax planning.
Melissa is a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional. She also holds the FINRA 6, 7, 63, 65 licenses. She is a graduate of Applied Mathematics from North Carolina State University.
Jared Russ, CFP® | Senior Financial Planning Consultant
Prior to joining the Financial Planning Group in October 2015, Jared worked as a Financial Advisor for UBS, Wells Fargo Advisors (legacy Wachovia Securities), and Ameriprise Financial
Jared earned his BS in Finance from Wingate University in 2006. In addition to his CFP® Certificate, he has Series 7, Series 66, and NC Life Insurance Licenses
Steven Batutis, CFP® | Senior Financial Planning Consultant
Steve has over 20 years of experience in financial services. Prior to joining LPL’s home office, Steve was a Financial Planning Specialist with MetLife, creating and designing financial plans for advisors in San Diego and Arizona, and helping advisors with financial planning techniques.
He began his career as a CPA, understanding clients from a tax perspective. He then became a Vice President of a financial institution, helping to manage a small business. His interest in tax planning and management of small businesses lead him to study financial planning. He attained a Master’s Degree in Financial and Tax Planning from San Diego State University and became a CFP®.
Steve holds series 7, 24, 63, 65 and 66, as well as a California Life Insurance license.
Steve is an active member of his beloved alumni groups, as well as the Financial Planning Association.
Michael Chau | Senior Client Services Consultant
Prior to joining the Financial Planning Group in October 2013, Michael worked in the Account Transfers department at LPL. During this time processed ACAT, non-ACAT and mutual fund requests. Through the use of LPL programs and applications, Michael monitored the overall completeness process up to completion and ensured standard criteria.
Michael also worked in the Commissions/Quantitative Analysis department at LPL Financial. While in Commissions, he supported regulatory requests and inquiries. In addition, Michael assisted in training newly hired temps and off-shore representatives.
Michael graduated from the University of San Diego with a Bachelor’s degree in Business Administration – Finance. While attending USD, Michael was extremely involved with extra-curricular activities while strengthening his leadership abilities.
Each of these individuals are here for your benefit. When working on your financial plan, there may be one or more of the planners above assisting us on your case. We firmly believe that having multiple sets of trained eyes leads to a better client experience and a much higher probability of success. We also believe that there’s no substitute for leveraging our unique gifts and strengths for your benefit.
Financial planning can be both an interesting mix of science, art, facts and emotion. It is our deepest commitment to deliver a solid, yet living and breathing financial planning process based on years of experience for you and your loved ones.
The LPL Financial Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, MN, WI and WY.
We are licensed to sell insurance products in the following states of: AZ, FL, MN, WI and WY.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck’ brokercheck.finra.org.