About Us
Our Mission
To make every client feel like our only client as we work together to develop and implement strategies that support the unique future each client envisions themselves living.
Meet the Team
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Robert graduated from the University of Kansas with a BS in Business Administration and has almost 30 years of experience in the financial services industry. He helps clients with their insurance and investment needs, and he has earned his ChFC® (Chartered Financial Consultant) designation and CLU® (Chartered Life Underwriter) designation from the American College of Financial Services in Bryn Mawr, PA. He and his wife Suzanne have 3 children they homeschooled from 1st grade and a cat. Robert enjoys oil painting, fitness, travel, linguistics, fishing, snow skiing, woodworking, and writing about financial topics. He also enjoys volunteering for building projects and teaching art lessons when time allows.
Senior Wealth Advisor
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Bio coming soon!
Client Service Associate
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Rishi began his career in investment banking, working with PNC Bank and BlackRock in Pittsburgh, PA. Seeking a more direct way to help others, he pursued medical school to fulfill his passion for healing. As the healthcare landscape underwent significant transformation over the past decade, he recognized a unique opportunity: leveraging his financial expertise alongside his medical background to guide clients through their financial needs and retirement planning.
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Jacqueline brings over a decade of experience in the financial services industry, working closely with both advisors and clients to make retirement income planning clear and approachable. She holds a life license in Georgia and has built her career around coaching financial advisors and developing retirement income solutions, always with a focus on income plans that make sense and support retirement for life. What she loves most is helping clients move from a lack of clarity to real excitement about what's ahead—and then watching them actually retire for life. Outside of work, Jacqueline enjoys practicing yoga, spending time in nature, connecting with friends, and photography. When she has a free moment, you'll find her playing her baritone ukulele. She shares her home with her two cats, Amber and Autumn.
Retirement Income Specialist
Wealth Advisor
The power of the team.
As our client, you get unbilled access to Accurate’s full team of tax, estate, and financial professionals.