Announcing Bob Goellner’s Retirement

And the future of Common Interests

We’re excited to share some big news! As you may have already heard, Bob is in the process of retiring from our business, and has already stepped back from the day-to-day operations of our firm, Common Interests, LLC. With this step, we are completing the succession plan that we put in place in February of 2020, and look forward to having you with us through the next phase of Common Interests.

We wanted to celebrate Bob’s life and career, so in partnership with the team at Vanderbilt Financial Group, we’ve put together this video celebrating Bob’s life and career, and higlighting the impact he’s had throughout his life’s work.

Bob would LOVE to hear from you!

Please use the form below to send him a message and he’ll make every effort to respond. (or, just call the office and leave him a message!)

Send Bob Your Congratulations (or anything else, but please remember that this isn’t secure)

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So, what does this transition mean to you, and what do you need to do? The short version is that we’ve done so much planning for this moment, starting when we moved to Vanderbilt Financial Group in 2017, that for most of our clients, the only change you’re going to notice is that the name of your advisor on your statements will change from “Mintz/Goellner” to just “Max Mintz”. There are a few types of accounts (mainly those involving insurance) which will have some paperwork that needs to be done to move things from Bob to Max, but if that impacts you, we’ll be reaching out with paperwork over the next few months. Please feel free to get in touch with questions!