For 29 years Rob has guided individuals, families, and business owners toward their financial goals. His coordinated approach to developing and managing personal financial plans helps prepare clients to adapt effectively to the changes a lifetime brings. Rob’s commitment to regular and face-to-face communication and to clients’ ongoing education help him exceed expectations. Rob leads the firm’s selection of money managers, the investment review committee, and the firm’s strategic planning; he contributes to the review of economic and market data for the firm and its clients. Rob is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.