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Professional of the Year for 2008 in Wealth Management: Robert W. Hauswirth, MBA, CPA, PFS, CFP®

Robert W. Hauswirth, MBA, CPA, PFS, CFP® PhotoRobert W. Hauswirth, MBA, CPA, PFS, CFP®
IndustryWealth Management
TitleDirector
ExpertiseFinancial advisor for high-end and ultra high-end clients; Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP)
Current OrganizationOxford Financial Group, Ltd.
Type of OrganizationWealth Management Advisory
Major ProductIndependent Financial Advice (service)
Area of DistributionMidwestern U.S. focus with nationwide clientele
University/DegreeB.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 & AwardsPhi Kappa Phi Honor Society
AffiliationsAmerican 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 & SportsBiking, running, golf, racquetball
Work HistoryExperienced 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
ChildrenJulia M., Haakon J., Cayden L.
SpouseKelly A. Skarphol
MarriedSeptember 21, 1996
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