My Team

Rob Rubbelke takes customer service very seriously, so does his staff. Together, they are committed to providing exceptional customer service to all of their clients. Rob is very proud of the level of experience and caring that his staff has for their clients. They have over 44 years of combined experience in the financial services industry, and they strive to exceed their clients' expectations.  Each member of Rob's team is able to assist with your account or policy questions.   

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly and look forward to the opportunity to assist you.

 

My Team

 
Kathy Calvin

Kathy Calvin

Associate Financial Representative
Office 314-744-5214

Kathy has been part of the financial services industry for 22 years and a part of Rob’s team for over 16 years. She has worked as a District Office Manager and an Associate Representative to the Investment Specialist. Currently she is an Associate Financial Representative. She has successfully completed her Missouri Life/Health, Series 6 and 63 licenses.

Kathy's responsibilities include addressing your questions and requests regarding existing insurance and investment accounts, contact and schedule management and day-to-day office operations.

Kathy grew up in St. Louis and now resides in St. Charles, MO with her husband. She enjoys spending time with her granddaughters, music, travelling, biking and long evening strolls.

 

 
Leonard A Tocco

Leonard A Tocco

Associate Wealth Management Advisor
Office 314-744-5200

Lenny Tocco is an Associate Wealth Management Advisor who works with Rob Rubbelke to assist in investment operations. Lenny understands the importance of a comprehensive financial plan that touches all aspects including; wealth management, estate planning, retirement, and insurance-based needs.

Lenny is a registered representative with Northwestern Mutual Investment Services, LLC. He Holds his Securities Series 7 and 63 Licenses and is Missouri state insurance licensed for Life, Accident & Health, and Variable Life & Annuity.

Lenny holds a BSBA in economics and minor in computer science from the University of Missouri. He enjoys all sports, the outdoors, and spending quality time with his fiancé Christy.

 

Robert V Rubbelke II, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Infinity Wealth Advisors

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck