Meet our Team

Robert Ward, ChFC, RICP, CLTC, FIC

Chief Executive Officer

Robert Ward

Robert (Bob) Ward has held senior level planning positions for over forty
years. He is currently Chief Executive Officer for Oaks Financial
Services, where he concentrates on the issues that help people lead a
worry-free retirement. Distribution, tax and estate planning issues are
the major areas of Bob’s focus. He is one of only 100 financial advisors
in the United States who is trained on the most advanced retirement
distribution research from the noted retirement income distribution
expert, Curtis Cloke.

Bob holds a Bachelor of Science degree in Industrial Education from the
University of Wisconsin – Stout in Menomonie, Wisconsin. He has held
senior level planning positions with three fortune 500 companies and one
Minnesota state agency. He has led the creation and development of three
startup ventures.

Bob was one of the first persons in the United States to complete the
“Retirement Income Certified Professional”(RICP) designation, which
focuses on current strategies that will assist individuals on how to live
a worry free retirement. He also has his Chartered Financial
Consultant(ChFC) and Certified Long Term Care Consultant(CLTC)
designations, and is licensed to sell life and health products.

Bob has led international Habitat for Humanity Builds to eight countries
on the six different continents that Habitat for Humanity serves. He is
also a board member for the University of Wisconsin – Stout Foundation,
Hennepin Technical College Foundation, and has mentored a young man for
over eight years through the Kids “N” Kinship program. He has been married
for over 40 years to Shelley, and they have three grown children and two
grandchildren, who all live in the Twin Cities.

Key Accomplishments

  • Six-time Advisor for Customer Satisfaction as selected by the readers of
    the Minneapolis/St. Paul Magazine)
  • Led the effort to acquire funding to build light rail and computer rail
    in Minneapolis/St. Paul
  • Facilitated the accreditation of the first ISO 9000 certified railroad
    facility in North America

John Nentwig

Director Financial Consulting

John Nentwig

John has over 25 years of experience in the insurance and financial
planning industry. John is equally adept at providing professional
one-on-one client consultation and speaking at seminars for large employer
groups. He currently specializes in long-term care planning, with over 20
years of expertise in this area. John was formerly the Director of Sales
for MII life. At MII Life, he consulted businesses in the implementation
of group life, disability, long term care, and consumer directed health
care accounts. John holds a degree from the University of Minnesota. He
has been married for over 20 years, and is very involved in the activities
of his three children. John lives in Maplewood, Minnesota.

Benjamin Fox

Director Financial Consulting

Ben is responsible for analytic and product consulting for Oaks Financial
Services. Ben is also the Branch Manager for Scarecrow Trading. In that
role, Ben is responsible for publishing daily newsletter updates and
distributing these updates to the Scarecrow Trading customer base and
tracking entities. Previously, he was in a sales capacity for Family
Heritage, a supplemental health and life insurance company. Ben holds a
Baccalaureate degree from Patten University in Oakland, CA and is a
veteran of United States Air Force reserve. He is an active member of the
National Association of Active investment Managers (NAAIM). He lives in
Burnsville, Minnesota.

Financial Advisor Partners and Strategic Alliances

We partner with solution development and content experts in investments, risk
protection, accounting, and law to get you current and relevant information to
meet your needs.

Complimentary Consultation

For a free, no obligation, complimentary consultation…

Contact Oaks Financial