Bryce Roebke, CFP®, joined our office in 2019, (formerly Total Investment Planners). Bryce is a graduate of the Michigan State University Broad College of Business. Prior to joining our office, Bryce has over 15 years of industry and consulting experience.
Bryce holds his Series 7 and 66 registrations through LPL Financial. Bryce is also a licensed insurance producer with qualifications in Accident and Health, Life, and Variable Annuities. Bryce is an Investment Advisor Representative with LPL Financial. He obtained the CERTIFIED FINANCIAL PLANNER® designation in 2024. He is a member of the Great Lakes Bay Area Estate Planning Council as well as the Financial Planners Association.
Bryce is husband to his wife Lisa and father to three daughters. They are a family of avid outdoor enthusiasts and enjoy running, biking, skiing, soccer, and golf.