About Us

NEW BRAUNFELS, TX

Rob the IRA Guy is a financial services organization that focuses on the needs of the retired. Our objective is to provide you with the financial instruments that can help give you the peace of mind to enjoy your retirement, knowing that your funds are safe and secure.

We believe that retirement is a time to be enjoying the rewards of your life, so we spotlight investments that are predictable in terms of conserving principal and rate of return – savings accounts, money market accounts, fixed annuities, and other higher-yielding financial products.

“Wealth, like a tree, grows from a tiny seed, and the more faithfully you nourish and water that tree with consistent savings, the sooner may you bask in contentment beneath its shade.”

Meet the Founders

Rob & Heather Dorrestijn

Robert and Heather Dorrestijn are the founders of Rob The IRA Guy.

Rob The IRA Guy has offices across Texas and the United States. Their corporate office is located in New Braunfels, Texas. Rob The IRA Guy’s mission is to help their clients achieve financial security and peace of mind by integrating all financial, insurance, tax, and legal planning. Robert and Heather provide their clients with complete understanding in an increasingly volatile economic environment by serving as their client’s personal financial advisors.

Robert and Heather have been helping their clients achieve their financial objectives since 2000. They have developed a specialty in working with retirees and those about to retire, who want to protect their principal and ensure that their money lasts.

Keeping abreast of the constantly changing economy, Robert and Heather continually improve their knowledge base through advanced planning training. Every year, brokers from all over the country train with Robert and Heather to take advantage of their knowledge and to learn strategies that they teach their clients.

Robert and Heather reside in New Braunfels, Texas. They have been happily married since 1999. They enjoy family life and spending time with their three children, Colton, Jack, and Max.

MEET THE TEAM

Meet the dedicated team at Rob the IRA Guy. Our professionals bring a wealth of expertise in retirement planning, ensuring your financial well-being.

Jim Coultas

Senior Account Executive

Adam Goodman

Tax Advisor

Nancy Morcher

Receptionist

Dominique Reiman

Client & Marketing Manager

Margarita Rodriguez

Administrative Assistant

Alex Roig

Attorney

Charley Schmidt

Senior Account Executive

LEt's Talk

Schedule a Call

Ready to take control of your financial future? Schedule a call with Rob the IRA Guy today.

WELCOME TO OUR NEW SITE

We've Made Some Big Changes

We're delighted to introduce our new and improved online space tailored to elevate your online experience.

If you have any thoughts, questions, or if you’d like to schedule a consultation drop us a line. Your insights help us refine our services.

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