Rob is a dedicated financial advisor currently in his third year of guiding families through the complexities of retirement planning and investment solutions. With a strong commitment to helping clients achieve their financial goals, Rob specializes in crafting personalized strategies that align with each family's unique needs and aspirations.
In addition to retirement planning, Rob is also well-versed in estate planning, ensuring that clients' legacies are preserved and passed on according to their wishes. By integrating comprehensive estate planning techniques, such as trusts and wills, Rob helps clients navigate the intricacies of wealth transfer and asset protection.
Rob currently lives in Waterford, enjoys playing golf and soccer whenever he is able to, and enjoys following the Formula One Racing Championship.
- Oakland University, Bachelor of Science in Management
- 2023 DSF Advisor of the Year
- 2023 A Class Advisor of the Year
- 2023 Bronze Eagle Award
- 2024 DSF Advisor of the Year
- 2024 B Class Advisor of the Year
- 2024 Centurion Award