Education and Expertise
For over 10 years, Rob has been a fee-only financial advisor. Rob received his B.S. in Finance from the University of Illinois at Urbana-Champaign. He is a Certified Financial Planner and completed his CPA preparation from Northwestern University School of Continuing Studies. Rob has dedicated his career to helping attorneys and university employees, and now works to assist clients from all backgrounds with their financial planning needs.
What Rob Loves About CFP
Fostering and growing relationships with clients
- All Sports
Think and Grow Rich by Napoleon Hill
Family: Family Charleston SC trip, Jandi and Rob Oregon trip, and family traditions.
Friends: Annual Arcadia golf, annual fantasy football draft, and monthly group get-together.
Fitness: Play morning basketball at St. Francis (M,W,F). 190-195 lbs, 14% or below body fat.
Finance and Business: Launch Brothers Tax and add one client per month. Maintain and foster current relationships.
Habits: Be thankful for three things in the morning. Do one good deed before going to bed.