Professional Background
With a passion for helping individuals and families pursue financial confidence, Rob has been a dedicated financial advisor since beginning his career with Waddell & Reed in 2014. He takes the time to understand each client’s unique financial goals, risk tolerance, and long-term vision, applying a value-centered approach to create customized financial plans.
Rob grew up in the Adirondack Mountains of upstate New York, where his family owned and operated a resort on Lake George. His parents instilled in him the values of a strong work ethic and exceptional customer service – principals that now shape his approach to client relationships.
Committed to financial education, Rob empowers clients with the knowledge and confidence they need to make informed financial decisions. Whether guiding young professionals, established families, or pre-retirees, he provides professional advice to help clients build, maintain, and preserve their wealth.
As a CFP® professional—widely recognized as the standard of excellence for financial planners—Rob is a strong proponent of the comprehensive financial planning process. Interestingly, only 35% of financial advisors in the United States are Certified Financial Planner™ professionals*. Rob is also a Certified Kingdom Advisor®, setting him apart as an advisor who has pursued the integration of faith and finance to the highest credentialed level in the financial advising profession**.
Education
- American University, Kogod School of Business – Master of Business Administration (Finance; Global Information Technology)
- Rochester Institute of Technology – Bachelor of Science (Nuclear Medicine)
Family & Personal
Rob and his wife, Tara, cherish spending time with their three loving children. As a family, they enjoy volunteering, traveling, bike riding, getting frozen yogurt, and supporting one another in various activities. Rob also enjoys reading, working out, playing golf and hockey, and trying to keep up with his family.
Licensing & Certifications
- Securities: Series 7 & 66 registrations held through LPL Financial – Offering investment advisory services and securities in multiple states.
- Insurance: Life, Accident & Health, and Variable Life – Offering insurance products and services in multiple states.
- CERTIFIED FINANCIAL PLANNER® certification – Certified Financial Planner Board of Standards, Inc. (License #285956)
*263,030 Personal Financial Advisors in the US (https://www.bls.gov/oes/current/oes132052.htm) and 93,032 CFP® professionals (https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics).
**1,750 CKA® designees across the wealth spectrum in 50 states. Report on the Christian Financial Industry. Kingdom Advisors, April 29, 2024.