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As Chief Operating Officer, Rob directs Total Wealth Planning’s operations, client services, human resources and marketing activities. His vision, along with the entire Total Wealth Planning team, is to continuously elevate the client experience. He is known for his consistency, responsiveness, and desire to advance others. Rob further manages the firm’s compliance program to maintain a firm culture of compliance and to ensure all regulatory requirements are met and well documented. As a firm Principal, Rob also works closely with guiding a limited number of clients, many of which have been with the firm since the founding.
His background and experience includes:
Additionally, Rob is engaged with:
When not in the office serving clients and his team, Rob is a passionately involved father of three and enjoys the arts, traveling, SCUBA, sporting clays, hands-on projects, poker and other games of strategy.