Prism - Newtown

Wealth Management Advisor

Robert Savino, Principal, ChFC®

Wealth Management Advisor

Richard Simkus

Senior Vice President of Financial Planning

Bob Ruelle, CLU®, ChFC®, CASL®, MSFS®, RICP®, AEP®, RHU®, REBC®, FLMI®

Bob leads the strategic direction of the financial planning team, enhancing Apollon’s  services and supporting advisors in delivering exceptional client experiences. Bob managing key relationships, developing training programs, and optimizing processes to drive growth and efficiency in the Planning Department.

Bob is a graduate of the Marquette University School of Business Administration with a Bachelor of Science degree majoring in Finance.   Bob is also a graduate of the American College with a Master of Science in Financial Services (MSFS)

Bob is a graduate of The Wharton School- Securities Industry Institute, the premier executive development program for financial industry professionals.

Bob has obtained the following designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP),Chartered Advisor for Senior Living (CASL), Accredited Estate Planner (AEP), Registered Employee Benefit Consultant (REBC), Registered Health Underwriter (RHU) and Fellow Life Management Institute (FLMI).

Bob currently holds his Series 6, 7, 24, 26, 51.63 and 65 licenses with FINRA. Bob also maintains his Wisconsin Life, Accident and Health Insurance License and Wisconsin Real Estate Salesperson License.

Bob is currently a member of the following associations:

• Financial Planning Association (FPA)
• Milwaukee Estate Planning Forum

Bob also serves on the National Conference Planning Committee for the National Association of Estate Planning Councils (NAEPC) for the past several years and is a member of the NAEPC Board of Directors.

Client Service Associate

Amanda Meehan

CFO, Prism Advisory Group

Gail Curran, CPA