About Us
Our MissionWe have the client - and only the client - in mind.
Our mission is to provide our clients with the sense of security that only comes from knowing they have put their financial affairs in the appropriate order, enabling them toward achieving their goals for themselves and their families. We believe in providing our clients with clarity and solutions that helps meet their needs. We believe that long-term relationships are more important than short-term gains and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to act; competency based on continuing education and training; bringing national resources together on a team that
will benefit each client; and communication that builds understanding and trust – these are the key qualities of “Serve First, Last and Always,” and these are the commitments we make to each of our clients.
Robert M. SesichCFP®, CRPC®
Rob Sesich is a Private Wealth Advisor with Osaic Wealth, Inc. (Formerly Lincoln Financial Advisors) who has prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies.
He and his team provide strategies designed to help business owners protect the wealth they have worked a lifetime to create for themselves and their families. Through a comprehensive financial planning process, we develop strategies designed to efficiently and effectively transfer the business to the next generation or other parties as desired. We help our clients maintain their financial independence throughout their lives and consider alternative strategies to provide for family members who are not actively involved in the family business as well.
As part of this comprehensive financial planning process, we create complementary strategies designed to help reduce estate, gift and income taxes, provide estate/asset protection, address charitable intentions, and accommodate any special needs considerations. In addition, we coordinate our client’s investment portfolios with their estate and business succession plans toward achieving their financial goals.
In short, our goal is to help our clients make it all the way to the finish line; and ultimately, that the wealth they have worked a lifetime to create is distributed to the right people at the right time and as efficiently as possible.
Rob has lived and been active in the El Paso community since 1987 when he came to UTEP to play football for the Miners. After his days as a Miner ended, Rob spent several years working with the El Paso Diablos and in the UTEP Athletic Department before joining Osaic Wealth in the summer of 2002.
Rob is happily married to his wife, Leslie, and they have one daughter together.
Meet The Team Who You’ll Be Working With
Robert M. Sesich, CFP®, CRPC®
Private Wealth Advisor
Pat Hernandez
Practice Manager
Karim Khalfi
Administrative Assistant
Giovanna Dominguez
Administrative Assistant
Additional Investment Resources
John W. Schatz, CRPC
Director of Financial Planning
Michelle Lee DePuy
Practice Manager
Mallory D'Elia
Practice Support
Wiley Moody
Director of Investment Planning