2725 Rocky Mountain Ave,,
Invested in your success
It starts with a goal.
Our founder, R. Lane (Bob) Farmer, Ph.D had a goal in mind when he started this firm – he wanted to make a difference in other’s lives. Growing up Bob knew firsthand what it was like to struggle financially, retiring wasn’t an option for many of his loved ones, they worked hard their whole life only to get to their golden years worrying about how they were going to take care of themselves and their spouses. Not wanting others to struggle, Bob decided to use his analytical mind, love for numbers and his compassion to build a business on helping others build financial wealth so that they can grow old with the dignity they deserve.
Helping others is at the cornerstone of everything we do at RL Farmer Wealth Strategies, it’s what drives every decision we make. Bob realized early on in his career that his clients deserved experts in wealth management and financial planning to help them achieve a better financial future. Not only do our advisors have many years’ experience in building customized financial portfolios for individuals and companies, they have the advanced education that is needed to be able to understand risk modeling and sophisticated investment products – two key components that are critical when choosing a financial planner.
President & Chief Investment Officer
Dr. Bob Farmer has invested more than 25 years of his life working with business managers and individuals toward identifying, understanding, and managing financial risk. From running his own companies to managing a bank, his extensive expertise in the world of finance has shown him that risk management is a never-ending, keep-your-hands-on-the-tiller undertaking. He believes the worst financial mistake you can ever make in your life is running out of money before you run out of time. What happens to a senior’s life if significant financial difficulties arise? Few people can return to work at 75 or 80.
Bob believes it is crucial to get things right the first time, and that revolves around the notion that family and business assets—no matter how extensive or modest—are deserving of commitment and forethought with a view toward providing as much protection as possible. He prides himself on building complex personalized plans with the goal of providing financial dignity and security no matter how long an individual—or couple—may live.
Attention to detail and breadth, Bob’s educational achievements include a Bachelor of Science in Business Management (BSBM) from the University of Phoenix, a Master’s Degree in Business (MBA) from Regis University, and a Ph.D. in Applied Management and Decision Sciences (Finance Emphasis) from Walden University. Bob is a registered financial advisor and holds his Series 7, Series 65 and Series 63 licenses. Additionally, he is the author of Managing Your Own Retirement; can you do it, should you do it, and how you do it. (ISBN 13:978-1979715331). Bob is also an adjunct professor at Southern New Hampshire University teaching classes in financial markets and commercial finance.
Bob proudly served our country for 7 years in the US Army with numerous overseas deployments. His goal is to help you plan carefully so that you can indeed enjoy the golden years of your life.
Hob Wubbena brings years of experience as an engineer and executive for high-tech corporations and startups to RL Farmer Wealth Strategies. His strategic approach was fine-tuned from building strategies using complex products and stiff competition with high-tech corporations (HP, Agilent), startups (such as a NASA spinoff & 3D printing startup) – to win in a variety of good times and downturns, resource setbacks, and high taxes and inflation. Hob knows firsthand the unique financial needs that do-it-yourself investors, engineers, and retirees face and offers real world financial strategies using institutional-grade solutions (not used by many advisors due to their complexity) that deliver most of the market’s return with lower risk to meet long-term goals.
As a fiduciary in advisory relationships, Hob’s clients and their resources have his respect – regardless of net worth. He will do what is right and, in his clients, best interest to meet their life goals – whether 5 or 50 years away – to help them financially:
Hob has a Bachelor of Science in Engineering from the University of Wisconsin, and a Master’s Degree in Business (Executive MBA) from Daniels College of Business at the University of Denver. Hob is a registered financial advisor and has his Series 7 and Series 66 licenses held through LPL Financial. He has dozens of publications worldwide and has been guest lecturer at Georgia Institute of Technology, Colorado State University, and Vanderbilt University.
Chase Bellefeuille is a firm believer that relationships are the most valuable parts of life and should be treated as such. Chase has a passion for partnering with families to create generational legacies having watched close relationships dissolve due to a lack of communication, trust, and not having a strategy in place to handle inflows of wealth.
Combining a Bachelor's Degree of Corporate and Investment Finance from Colorado State University with an Honors Thesis expanding on statistical analytics, Chase sees complex financial problems as a puzzle that can be solved with a strategy that is tailored for each individual. After spending time as a college pastor teaching students how to build lives based on their values, Chase is intent on helping his clients enhance the parts of life they care about the most, while also constructing a strategic plan for their future.
Chase, a Certified Estate and Trust Specialist (CES), is a registered financial advisor and has his Series 7 and Series 66 licenses held through LPL Financial. With time spent volunteering for nonprofits across the globe, providing advice and support as a board member of local impact-driven organizations, Chase knows how to use his experience and financial acumen to help others live the life of impact they have always wanted.
As a dedicated and experienced Wealth Manager, Ian exhibits a passion for providing clients with a level of service and financial success well above what most would even attempt to provide.
With an unyielding love for his family as the cornerstone of his character, Ian is driven by a strong commitment to helping others achieve their financial goals and security. Drawing on years of experience in the financial industry, he excels in crafting comprehensive wealth strategies customized to the unique needs and aspirations of his clients.
In addition to his financial endeavors, Ian is a successful business owner and real estate investor. Through these ventures, he has gained a profound understanding of market dynamics, enabling him to provide well-informed and comprehensive advice to his clients.
Combining his diverse skill set with an unwavering dedication to his clients, Ian Nelson has earned an unmatched reputation as a trusted Wealth Manager. His genuine passion for empowering individuals and families to achieve financial freedom has made him an invaluable asset to RL Farmer Wealth Strategies.
When Ian is not spending time helping his clients protect and grow their wealth, you will find him on the soccer field refereeing professional and collegiate games. The principles of fairness, integrity, and precision he learns from this role seamlessly translate into his work as a Wealth Manager.
Ian maintains his Series, 7, 66 and 63 licenses through LPL Financial.
VP Marketing & Client Services
Michele, our VP of Marketing and Client Services, has worked in marketing for over 20 years and decided to go into partnership with Bob because she wanted to make a difference in other people’s lives.
An accredited marketing director, Michele wanted to bring her many years helping other companies grow their market share, through a variety of initiatives and platforms, to RL Farmer Wealth Strategies. She is excited to work with and help support our clients.
Michele has integrity and truly cares about our community and helping others live out their dreams - no matter what that looks like to them.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.