Rob helps successful families and business owners make confident financial decisions by coordinating the areas of their financial lives that are too often managed separately.
As a Certified Private Wealth Advisor® (CPWA®), Rob works with business owners, executives, retirees, and affluent families to orchestrate investment strategy, tax planning, retirement planning, and wealth transfer strategies into a cohesive approach.
His clients are often navigating significant financial decisions—from retirement and business succession to stock compensation, tax-efficient wealth accumulation, charitable planning, and multi-generational wealth transfer. Rob's role is to evaluate those decisions within the context of a broader strategy rather than in isolation.
The CPWA® designation is an advanced credential focused on the complex planning needs of affluent families, including tax mitigation, executive compensation, estate planning, asset protection, and legacy planning. This specialized training allows Rob to help clients address the unique challenges that often accompany significant wealth.
Rob's planning philosophy is simple:
We bring clarity and control to complex financial decisions by orchestrating your investments, tax strategy, and long-term planning into one cohesive strategy because successful families shouldn't have to rely on disconnected advice.
Through proactive planning and ongoing coordination, Rob helps clients focus less on financial complexity and more on the people, causes, and opportunities that matter most to them.
Today, Rob serves hundreds of client families and works closely with individuals, business owners, executives, and retirees who want more than investment management alone. His approach emphasizes long-term relationships, thoughtful planning, and comprehensive coordination across every aspect of a client's financial life.
Outside the office, Rob enjoys spending time with his wife and children, serving in his Lord and Savior, golfing, racquetball, and exploring new destinations with his family.