Meet Our Advisory Team
Our Lake Geneva-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
If you’re searching for a financial advisor in Lake Geneva, WI, our team is ready to support you and your financial goals.
Connect with Us
Managing Directors
Robert Anderson, CFP®
Partner, Managing Director
Robert (Bob) is a Partner and Managing Director in the Beacon Pointe Lake Geneva, WI office. With experience in the financial services industry spanning nearly four decades, Bob began his career in 1987 at a national brokerage firm before transitioning to a regional independent advisory firm, where he honed his client service and planning expertise. In 1999, Bob founded his own advisory practice, which evolved into Voyager Wealth Management, and merged with Beacon Pointe Advisors in 2025. Bob works closely with individuals, families, and small businesses to provide holistic financial planning, investment management, and retirement plan consulting. He is passionate about guiding clients through life’s financial complexities with a disciplined, fiduciary approach.
Bob earned a Bachelor of Arts degree in economics from Northern Illinois University and an associate degree in business from Rock Valley College. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Bob is also an active member of the Financial Planning Association (FPA).
A longtime resident of Lake Geneva, Bob enjoys spending time with his family, including his two sons, attending baseball games, and cheering on both the Brewers and the Cubs. Outside of the office, he can be found at swim meets, on the golf course, or traveling with his wife to explore new destinations.
Wealth Advisors
Rachael Nickelsen, CFP®, MBA, AWMA®, RICP®
Wealth Advisor
Rachael is a Wealth Advisor in the Beacon Pointe Lake Geneva, WI office. Rachael is passionate about building lasting relationships with clients and helping them achieve their financial goals, legacy wishes, and peace of mind. She began her career in the financial services industry in 2012, working in various client service and advisory roles before joining Voyager Wealth Management in 2020, which was later acquired by Beacon Pointe in 2025. Rachael earned dual bachelor of science degrees in elementary education and biblical studies from Emmaus University and an MBA from Aurora University. Rachael holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Wealth Management Advisor® (AWMA®), and Retirement Income Certified Professional® (RICP®) designations, and is also an active member of the Financial Planning Association (FPA). Originally from Walworth County, Rachael resides in Elkhorn with her husband and children. Outside of the office, she enjoys spending time with family and boating on Geneva Lake.
Client Service & Operations
Mesine Bukalski
Senior Client Service Associate
Mesine is a Senior Client Service Associate in the Beacon Pointe Lake Geneva, WI office, and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Outside of the office, Mesine enjoys spending time with her husband, their dog, and her extended family.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
