- Over 12 years of financial services experience
- Member of the 2016 class of Oakland County's "Elite 40 Under 40"
- CERTIFIED FINANCIAL PLANNERTM
- Accredited Domestic Partnership AdvisorSM
- Oakland University, B.S., finance
- Oakland University, Personal Financial Planning Certificate
- UBS Wealth Management Education Program
- Series 7, 31 and 66 securities licenses
- Life, health and long-term care insurance licenses
Rob previously served as the Financial Planning Coordinator for both the UBS Farmington Hills and Plymouth offices. During that time he obtained his CERTIFIED FINANCIAL PLANNERTM designation and completed the Wealth Management Education Program through UBS. His is also one of over 200 Accredited Domestic Partnership Advisors in the country.
Portfolio construction, advanced planning and philanthropic strategies are three areas that Rob specializes in. This focus on planning also includes addressing the unique financial planning needs of those in unmarried or same-sex domestic partnerships. He believes strongly in coordinating resources and creatively addressing our client’s charitable aspirations.
Rob, his wife, Summer, and their children, Sienna and Jackson, live in Rochester. He is a member of the Rochester City Council, serves as the council liaison to the City of Rochester Retirement Board, Rochester Historical Commission and the Rochester Area Youth Assistance (RAYA). He also serves as the Chair of the Board of Trustees for the Society of Applied Investing and Financial Education (SAIFE) at Oakland University, a student-led organization that provides real-world investment experience and develops financial literacy. Rob also enjoys the outdoors, exercise and competitive shooting.
Registered States:
AL, AZ, CA, CO, DC, FL, GA, HI, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA