Robert (Bob) Ward has held senior level planning positions for over 40 years, with three Fortune 500 companies and one state agency. He is currently Chief Executive Officer, and Financial Architect, for Oaks Financial Services LLC, where he concentrates on the areas of tax, estate, and distribution strategies for individuals and small businesses. He is one of only 200 Financial Advisors in the United States who is trained on the most advanced retirement distribution research, from the noted retirement distribution expert, Curtis Cloke. Bob has led international Habitat for Humanity Builds to eight countries on six different continents that Habitat for Humanity serves. He has been a six-time Advisor for Customer Satisfaction as selected by the readers of the Minneapolis/St. Paul Magazine. Bob led the effort to acquire funding to build light rail and commuter rail in Minneapolis/St. Paul in his work with the Minnesota Department of Transportation.
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