Rob serves as an Associate Financial Planner for the firm. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans. Rob also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Rob has worked for Protective Life and Fidelity Investments gaining an impressive set of experiences making insurance recommendations, generating retirement income projections, and monitoring client accounts. Rob’s credentials include:
- BA in Communication with a Minor in Marketing from The University of Cincinnati
- Previous Series 6, 63 Securities Licenses
- Previous Life & Health Insurance Licenses
Rob was raised in Wyoming Ohio as the middle sibling of five brothers. Rob can often be found frequenting coffee shops around Cincinnati or watching the Bengals win on a Sunday…hopefully. Rob is a committed member of his church where he often serves on the weekends. Feel free to also ask Rob about his large dogs that weigh more than most people do.