Meet Our Team

Robbie J. Stapleton

Financial Advisor

Background

Robbie began his professional career teaching high school mathematics for seven years, prior to moving into the financial sector. In 2013, Robbie chose to join Asset Strategies, Ramsey Solutions SmartVestor Pros, because he shared the same investment philosophies. For nearly 15 years, Asset Strategies has been helping Dave Ramsey fans with their investments. Robbie is an investment advisor representative and registered representative holding series 7, 63, and 66 registrations with Western International Securities.

 

Financial Philosophy

Robbie truly believes in Ramsey Solutions’ philosophy of “finding an advisor with the heart of a teacher, not one of a salesman.”  Robbie values moving at a pace the client feels comfortable with and only making decisions when the client has all the information they need.  He is here to educate and provide support for clients; not only on investing, but on any questions they have about their financial future.

Robbie also knows clients can go anywhere for financial advice.  He wants people to choose Asset Strategies because of the way they build relationships with their clients – through honesty and integrity.  A financially secure retirement plan is something that is built over time through strategic planning with a financial advisor.  Robbie knows the team at Asset Strategies can be an essential part of that financial success.

 

Personal Background

Robbie was born in Sioux Falls, South Dakota and grew up in South Sioux City, Nebraska.  Robbie graduated from the University of South Dakota and now has a home in Omaha with his wife Katie, son James, and dog Pip.  Robbie enjoys taking trips up to South Dakota to hunt and fish.  He also enjoys spending time with friends and family, while cheering on Nebraska and Creighton.

An investment in knowledge pays the best interest.
– Benjamin Franklin-

Recent Posts by Robbie

How Much Money Do You Need to Get Good Retirement Advice?

March 8th, 2016

If you’ve ever heard someone say, “If you have to ask how much it costs, you can’t afford it,” they were probably talking about some expensive toy or knick knack wealthy people (or people who want to seem wealthy) buy. Unfortunately, though, many people believe that expression also applies to investing advice. A recent survey of Americans shows that 63% of those who have never consulted an investing advisor put it off because they think they need thousands of dollars already saved just to schedule an appointment. More than half believe an advisor’s services will cost more than they can afford. The truth is personalized investment advice isn’t something only wealthy investors can take advantage of. Great advice is available no matter how much you have saved or how much you have to invest if you just know where to look. Myth #1: I Need at Least $50,000 to Even […]

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3 Money Hacks Every 40-Year-Old Should Know

March 12th, 2015

  Is there a more financially challenging time of life than your 40s? In your 20s, you’re just starting out and you never have any money. But that’s okay because none of your friends have any money either. In your 30s, your biggest challenge is avoiding the living-large-on-huge-debt trap most of your friends will fall into. By the time you’re in your 40s, you’re facing some big-ticket responsibilities like paying off your mortgage and funding the kids’ college. But your top priority is saving for retirement and figuring out how to build a secure nest egg. We asked some of Dave’s financial professionals for advice you can use to make working toward your retirement goals a little easier. Here are three of their suggestions you can use to get started today! Hack #1: Make minor adjustments to your budget, one at a time. Soon, you’ll be saving more without sacrificing […]

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Haunted by a Late Start on Retirement Saving? Expert Advice to Help You Catch Up

March 12th, 2015

This time of year, scary stories abound. Ghosts come out of the woodwork. Vampires lurk in the shadows. Things go bump in the night. Of course, if you’re behind on your retirement savings, spooky specters don’t hold a candle to what lies ahead. It’s enough to send a chill up your spine and back again. But your future doesn’t have to be frightening! We asked a few of Dave’s investing Endorsed Local Providers (ELPs) to share their late-starter retirement advice. Here’s what they had to say. Be Intentional You know how you avoid going to the doctor because you’re afraid of what they might find? Money’s no different. What you don’t know really freaks you out! But if you want to feel good about your future, you’ve got to dive headfirst into the details. Russell Kizer, an investing ELP located in Birmingham, AL, suggests starting with a budget. Put every […]

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