Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Daniel R Neary, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Daniel R Neary, CLU®, ChFC®, CFP®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
 
Michael B Cohen

Michael B Cohen

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
 
Robert M. Roach, CLU<sup>®</sup>, ChFC<sup>®</sup>, AEP<sup>®</sup>

Robert M. Roach, CLU®, ChFC®, AEP®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
Wealth Management Advisor

Bob Roach has represented Northwestern Mutual since 1968, after graduation from Ohio Wesleyan University.  A Wealth Management Advisor, he currently serves as the Business and Estate Planning Specialist for the Columbus agency.

Bob has qualified every year, since 1972, for Million Dollar Round Table (MDRT), an association formed in 1927 to assist financial services professionals in setting and following best practices, as well as developing ethical means of client interactions. Bob Roach is Past President of NAIFA-Columbus and NAIFA-Ohio and served as an elected Trustee of the National Association of Insurance and Financial Advisors for five years, through 2007.  He currently serves as Chairman of the Grass Roots Committee for NAIFA.

A recipient of the National Quality Award, each year, for nearly 45 years, Bob Roach has also qualified for the National Sales Achievement Award, Court of the Table, and the National Health Insurance Award several times.  Bob consistently qualifies for high awards with Northwestern Mutual and achieved Forum status, Northwestern Mutual’s highest honor. 

Bob Roach lives in Upper Arlington, Ohio with his wife, Libby.Together, they enjoy walking and cycling.In fact, they have been avid cyclists for several years and Bob has ridden in Pelotonia to raise funds for cancer research.  In addition to this, Bob is a member of the Athletic Club of Columbus, where you can find him getting in a morning workout nearly every day of the week, as well as the Columbus Club.  He also enjoys golf and sailing.

In addition to physical activities, Bob Roach has a very keen interest in politics and stays as active as possible. He has served on the National Board of the financial industry’s professional association - the National Association of Insurance and Financial Advisors (NAIFA). Most recently, Bob has served on the National Grassroots Sub-committee as its Chairman.  He currently serves on the Candidate Selection Committee for our Political Action Committee (PAC).

Bob Roach attends the Trinity United Methodist Church with his family.  Bob regularly attends a Bible Study with men he has known for 20+ years.  Some of their stories are chronicled in Ohio Governor-Elect John Kasich’s most recently published book, “Every Other Monday".

Bob's wife, Libby, volunteers at Children's Hospital as a member of the Pleasure Guild.  She especially enjoys cooking and entertaining, as well as spending time with her seven nieces and nephews, all of whom live in Upper Arlington, Ohio.

Morgan, Bob's daughter, graduated from Miami University, in Oxford, where she majored in early childhood education.  She is now a grade school teacher in the Columbus area.

 
Travis J. Falk, CLU<sup>®</sup>, CFP<sup>®</sup>

Travis J. Falk, CLU®, CFP®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
 

Vicki M Cannon

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.
 

Brandon D. McIntyre, CFP®, CLU®
Wealth Management Advisor


Roach McIntyre & Associates

 

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