Robert Haug serves as a Branch Leader at Fidelity, a position he has held since 2025. Prior to this role, he gained experience as a Team Leader for Investment Solutions at Fidelity from 2021 to 2025 and briefly served as an Interim FC Leader in 2022. Before joining Fidelity, Robert worked as a Wealth Management Banker at US Bank from 2018 to 2021. His professional focus centers on understanding clients' unique financial needs through active listening and empathy. Robert emphasizes building strong relationships and creating an environment conducive to discussing financial goals. He prioritizes transparency and education to ensure clients are well-informed about their options and views financial planning as an ongoing process that requires regular reviews to adapt to changes. Robert aims to be a reliable partner to his clients, guiding them to pursue their long-term financial goals with confidence.

Richard Schnurr serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments in various roles since 2015, including Financial Consultant, Investment Consultant, and Retirement Solutions Consultant. His professional experience encompasses advising clients on financial strategies that focus on tax efficiency, legacy planning, and goal-based needs. In his role, Richard advocates for clients and their families, aiming to support them in achieving financial freedom. He emphasizes building relationships based on trust and integrity. Outside of his professional responsibilities, Richard enjoys family activities, football, golf, hiking, outdoor adventures, and traveling.