Our Advisors
Robert Mette
About
Robert Mette, a seasoned wealth advisor with an impressive track record spanning over 15 years in the industry. With a focus on delivering holistic solutions, Rob has been dedicated to helping clients grow, protect, and distribute their assets in a tax-efficient manner.
Over the course of Rob's career, a significant portion of which includes 20 years of specialized experience in the retirement marketplace providing retirement advice, he has honed his expertise in navigating retirement plans, understanding their provisions, and ensuring compliance. Rob possesses an in-depth knowledge of both the accumulation and distribution phases for plan participants, recognizing that knowledge is the key to a successful financial future.
Rob is committed to providing clients with the resources necessary to make informed financial decisions. His background and experience uniquely position him to guide clients through the complexities of financial planning, ensuring a strategic and tailored approach that aligns with individual needs.
In addition to Rob's wealth of experience, what sets him apart is his unwavering commitment to getting to know each client on a personal level. By understanding the unique needs and priorities of every individual, Rob can recommend products and strategies that not only meet current requirements but also anticipate and address future financial needs.
As a wealth advisor, Rob takes pride in fostering strong client relationships built on trust, transparency, and a deep understanding of the client's financial goals. With a focus on the long-term success of his clients, Rob stands as a beacon of knowledge and commitment in the financial services landscape.
Education
Bachelor of Science, Central Michigan University
Life/Health Insurance Licenses
FINRA Series 7, 6, 65 and 63 Registrations
Awards
Qualifying Member, Million Dollar Round Table (2012, 2013, 2017, 2018, 2020, 2021, 2022)
Merit Award Recipient, Imlay City Area Chamber of Commerce (2020)
Leaders Conference Qualifier, MassMutual (2019)
Community
Board Member, Imlay City Area Chamber of Commerce (2016-2023)
Project Leader, Lapeer County 4H (2014-Present)
Member, Rotary International (2015-2018)
Peggy Elwarner, RICP (Non-registered Assistant)
About
Peggy is a Retirement Income Certified Professional (RICP) with over three decades of experience specializing in retirement planning as a retirement financial advisor. She has worked with a variety of clients, from individuals to businesses, and have helped them achieve their financial goals. She is knowledgeable in a variety of financial topics, including investment planning, retirement planning, and retirement plan administration.
In her current role as a non-registered assistant, her knowledge is invaluable. Her expertise in retirement planning is an asset to Mette Financial and all of our clients.
Education
RICP, The American College
Community
Volunteer Docent, Loren Andrus Octagon House (2019-Present)
Volunteer Committee Chairman, St. Isidore Parish (2000-Present)
