Robert A Stefani, CFP®

Wealth Management Advisor

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 17 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.



Brittany L Lerum

Client Relations Manager
Office 952-698-7000

Brittany joined Bob's team in March of 2020. Brittany graduated from the University of Minnesota Twin Cities in 2015 and has a strong background is building and fostering client relationships. She strives to help meet client needs and is responsible for scheduling appointments, managing calendars, and marketing.

She enjoys camping and hiking with her dog Rocky in the summer, and knitting and crocheting in the colder months.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.