My Team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.


Ann M Desroches

Associate Wealth Management Advisor
Office 952-698-7051

Ann has been working with Bob since 2006 and has more than 13 years experience in financial services.   She enjoys helping clients establish and maintain their insurance and investment programs, in turn helping them work towards their goals for the future.  Outside the office, Ann keeps busy traveling and spending time with friends and family, including her husband, son and daughter.


Robert A Stefani, CFP®

Wealth Management Advisor


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