Professional Experience

Rob has dedicated over four decades to guiding clients through their financial journeys with integrity and expertise.  He served as Senior Vice President at Johnson Financial Group for 35 years.  Since 1989, Rob has worked side by side with his longtime client planning specialist, Anne Poisl - a partnership built on trust, continuity and a shared commitment to exceptional client service. 

In 2018, Rob and Anne made the decision to join Baird, where they could offer clients access to industry-leading resources, variety of planning tools and a broader suite of investment solutions. Rob specializes in personalized financial planning and delivers a high-touch advisory experience designed to help each client confidently pursue their unique goals - in life and in legacy.

Education 

Rob earned his degree in Economics from Wheaton College, where he was also a proud member of the Men's Basketball team - an experience that helped shape his leadership and team-oriented approach to life and business.

Rob is a CERTIFIED FINANCIAL PLANNER® professional, demonstrating his commitment to providing expert, objective and professional financial planning services.  Rob also adheres to a strict code of ethics and completes ongoing continuing education to stay current on the latest planning strategies and financial trends.

Personal Information

Rob was born and raised in Racine, Wisconsin and graduated from Park High School.  He met his wife, Jean, at Calvary Memorial Church and raised their three children Paul, Hannah and Rob in the same house he grew up in. 

His father, an immigrant from Denmark, started a small Masonry business in Racine.  Rob spent his summers working as a bricklayer, where he learned the value of hard work - a lesson that continues to guide his life and career today. 

Rob enjoys spending time with family, attending church, and getting outdoors whenever possible - whether it's a round of golf or a quiet afternoon fishing with his sons.  Most recently, Rob and Jean have embraced the joy of becoming grandparents, a role they absolutely love.  

Professional Experience

Rob brings a unique combination of investment expertise and real-world advisory experience, helping individuals and families make confident decisions about their financial future. He began his career in 2015 at INVEST Financial, where he developed a passion for both the markets and the relationships that form the foundation of great financial advice.

That passion led him to First Trust Portfolios, where he specialized in ETFs and alternative investments. In that role, he worked closely with more than 250 financial advisor teams nationwide, providing portfolio strategies, risk management solutions, and market insights.

In 2022, Rob joined his father's advisory practice at Baird, bringing years of investment industry experience and a passion for client relationships into a wealth management practice built on trust, personalized advice, and long-term planning. As part of the Jacobsen Group, Rob focuses on helping successful families navigate the opportunities and complexities that come with significant wealth, providing thoughtful guidance across every stage of life.

Education

Rob earned his degree from the University of Wisconsin-Madison, where he majored in Personal Finance—one of the nation's few programs registered with the CERTIFIED FINANCIAL PLANNER® Board of Standards. His studies focused on comprehensive financial planning, investments, and behavioral finance. During his time at UW-Madison, Rob was a member and leader within the Men's Golf Program, where he developed the discipline, resilience, and teamwork that continue to guide his approach to serving clients.

Rob is a CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® professional. He was recently recognized by SHOOK Research as a 2025 FORBES Top Next-Gen Wealth Advisors Best-In-State. This recognition is part of a nationally coordinated ranking of advisors under the age of 40, selected through a rigorous process conducted by FORBES and SHOOK Research. The recognition reflects Rob's commitment to serving clients with professionalism, consistency, and care. Rob is also licensed in life and health insurance, allowing him to incorporate protection planning as part of a comprehensive financial strategy.

Personal Information

Rob and his wife, Kharissa, enjoy spending time with their two children, Robbie and Eleanor, and their French Bulldog, Arnie.  As a husband and father, Rob understands that financial planning is about more than numbers—it's about helping families make confident decisions, pursue their goals, and provide for the people who matter most.

Outside of work, Rob enjoys spending time with family and friends, golfing, and being on the water whenever possible. He is grateful for the opportunity to build lasting relationships with clients and help them navigate important financial decisions with clarity, confidence, and purpose.

2025 FORBES | SHOOK Research Top Next-Gen Wealth Advisors Best-In-State published 8/6/25. Rankings based on data as of 3/31/25.

Professional Experience

Anne joined Baird in 2018 and quickly advanced her role.  She now holds the title of AVP Senior Client Specialist.  She brings with her over 30 years of experience in the brokerage and investment services industry.  In 2022, she earned the title of Client Planning Specialist, within Baird that recognizes her focus on financial planning and her expanded responsibilities in serving clients at a high level. 

Anne has worked alongside Rob Jacobsen since 1989, and together they’ve built a practice rooted in long-term relationships, personalized service, and meticulous attention to detail.  Prior to joining Baird, Anne worked at Johnson Investment Services, where she developed deep expertise in client service and operations within a high-performing advisory team.

Education

Anne earned her bachelor’s degree from the University of Wisconsin–Parkside. She holds her FINRA Series 7 and 66 licenses, and in April 2022, successfully completed the Wealth Management Certified Professional® program.  With this credential, she brings specialized knowledge in retirement planning, investment strategy, and risk management — helping ensure that every client receives thoughtful, coordinated support aligned with their goals.

Personal Information 

Anne lives in Mount Pleasant, Wisconsin, and is a proud wife and mom.  She and her husband, Joe, have two beautiful daughters, Danielle and Emily, and love spending time together as a family. 

Anne enjoys traveling and discovering new places whenever she gets the chance.  At home, she stays active with long walks and hikes through Wisconsin’s scenic trails.  When it’s time to slow down, there’s nothing she enjoys more than a quiet evening with family and a good book.