Our Qualifications

Robert Macke has a Bachelor of Science Degree in Business with distinction from Indiana University.  He majored in accounting.  He is a Certified Public Accountant and member of the AIPCA (American Institute of Certified Public Accountants).

Bob began his career in public accounting with Ernst & Young.  After four successful years in public accounting, he was hired by Lincoln Financial Group.  He worked in Lincoln's home office for thirteen years, primarily as an Assistant Vice President in the Lincoln National Investment Management Company (LNIMC).

In 1997, Bob left LNIMC to pursue his desire to be a financial planner.  He saw the benefits of sound financial management in the corporate world and wanted to provide those benefits to individuals, families, and business owners.  His background in accounting, investments and insurance provided an excellent path to financial planning.

Bob is licensed to provide securities, insurance, and investment advisory products and services.  Bob represents Sigma Financial Corporation, an independent broker / dealer, and its affiliate, Sigma Planning Corporation, a registered investment advisor.

Sigma provides independent access to a significant number of investment products enabling Bob to provide custom solutions to clients.  Bob also has access to a large variety of insurance products from several insurance companies in order to provide competitive insurance solutions.

Although building a financial planning practice takes a significant amount of time and energy, Bob has enjoyed volunteering in a variety of positions including church usher, Sunday school teacher, small group discussion leader, board member and Treasurer of The Lutheran Homes, Inc., and board member and Treasurer of homeowner associations.

His passion is to help you with your financial goals and concerns.