PROFESSIONAL PROFILE

The Sturm Group makes it our goal to add value through a strong client-advisor relationship and by providing each client with access to the best financial resources available in the marketplace. Our team focuses on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to retirement and educational planning, we work with our clients to develop a plan to grow and preserve their wealth. We initiate our planning-based discussion around your financial needs, your short and long-term objectives, your time horizons and your risk tolerance. By customizing a wealth management plan for you, we are looking to maximize your potential for achieving your financial goals. We often partner with your tax and legal advisors to develop tax-efficient strategies that will optimize your comprehensive financial situation.

Once your wealth management plan has been implemented, we will periodically review your plan's progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place we will be less effected by extraneous event driven decisions. We embrace the concept of Total Merrill in our ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services to our clients. We have access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a solution that meets your unique financial objectives.

Bob Sturm
Has 40 plus years servicing his clients on their investment portfolios and assisting them with their estate planning and investment needs. Mr. Sturm served in the military for 6 years and finished his military career flying C130's for the Wyoming Air National Guard. Bob played football for George Washington University and was inducted into the George Washington University hall of fame in 2001.

Cheryl Jones
With more than 25 years of experience with financial services, Cheryl is well equipped to deal with the countless situations that face people as they live their lives. Her passion for working with different types of people enhances her ability to help them with financial solutions, retirement planning and working through the challenges that life presents, such as changing health or family circumstances. Cheryl holds the Certified Retirement Planning Consultant designation from the College of Financial Planning and seeks to help clients achieve confidence maintaining their desired lifestyle, but also to enjoy their wealth. Cheryl's commitment to helping people extends to her extensive volunteer activities. Cheryl sits of the Board of Directors for the Colorado Wildlife Heritage foundation, belongs to the Volunteers of America's Guild Foundation and is a volunteer for Jr. Achievement.

"We wanted a firm that would help our clients with multigenerational strategies to ensure core values are passed on along with assets. With the changing market, it involves much more that just passing down real estate an investment accounts. Having a team of experts available to us, allows us to help facilitate family discussions and build a customized program that fits our clients mission and can protect their legacy for generations."