Professional of the Year for 2008 in Wealth Management: Robert W. Hauswirth, MBA, CPA, PFS, CFP®
![]() | Robert W. Hauswirth, MBA, CPA, PFS, CFP® |
Industry | Wealth Management |
Title | Director |
Expertise | Financial advisor for high-end and ultra high-end clients; Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP) |
Current Organization | Oxford Financial Group, Ltd. |
Type of Organization | Wealth Management Advisory |
Major Product | Independent Financial Advice (service) |
Area of Distribution | Midwestern U.S. focus with nationwide clientele |
University/Degree | B.S., Mathematics, University of Wisconsin-Eau Claire; B.B.A., Summa Cum Laude with High Honors, Accounting, University of Wisconsin-Milwaukee; M.B.A., Kellogg School of Management, Northwestern University |
Honors & Awards | Phi Kappa Phi Honor Society |
Affiliations | American Institute of Certified Public Accountants (AICPA); Illinois CPA Society (ILCPA); Financial Planning Association (FPA); Financial Planning Association of Illinois; CFA Institute; CFA Society of Chicago; Beta Alpha Psi Accounting Society; University Club of Chicago; Executives Club of Chicago |
Hobbies & Sports | Biking, running, golf, racquetball |
Work History | Experienced Manager, Private Client Services Practice of Arthur Andersen, LLP, Milwaukee, WI, 1995-2001; Senior Advisor, Gresham Partners, LLC, Chicago, IL, 2001-2007; Director of Chicago Office for Oxford Financial Group, Ltd. since October, 2007 |
Children | Julia M., Haakon J., Cayden L. |
Spouse | Kelly A. Skarphol |
Married | September 21, 1996 |
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