Robert’s Approach
Robert O. Klitzke
Client Discovery Manager / Member Owner
Overview
Rocky is Savant’s client discovery manager and works in our Middleton, WI office. He focuses on establishing relationships, serving as a first-touch contact for potential clients, helping to provide resources from our extensive planning library, and connecting prospective clients to our national network of advisors.
Rocky has been involved in the financial services industry since 2016. Prior to joining Savant, he spent 12 years in higher education where he held several different senior leadership roles for a private university, including campus director in Madison, WI, and regional director for seven campuses in Wisconsin.
Rocky volunteers in his church band where he plays guitar and sings each Sunday. He also coaches his son’s youth football team and his daughter in tennis.
Rocky earned a bachelor’s degree in marketing from St. Cloud State University. He enjoys spending time with his wife Lee Ann and their two children, Benjamin and Elizabeth. He loves being outdoors and working on his “hobby farm” just outside of Stoughton, WI. They have sheep, turkeys, chickens, and a very large garden. Rocky and Lee Ann enjoy supporting Ben and Elizabeth in their youth sports and 4-H activities.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- St. Cloud State University
Bachelor’s in Marketing
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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