Brighton, MI - Michigan Office
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Rob is an experienced wealth advisor who leads a team of professionals dedicated to helping clients navigate financial, retirement, tax, and estate planning. With a strong passion for the markets, Rob focuses on positioning his clients' wealth to grow and diversify across various market cycles, to better facilitate long-term success.
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Before joining EP Wealth, Rob served as Director and Private Wealth Advisor at Executive Wealth Management, where he played a key role in advising clients and developing financial strategies since 2017. In 2022, he became a partner at the firm. Rob is passionate about prioritizing his clients' best interests and working to simplify the complexities of wealth management, so he may provide clarity at every step. His goal is to educate clients, empower them with knowledge, and guide them toward achieving their unique financial objectives.
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He earned a Bachelor of Arts in Marketing from Central Michigan University and holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, demonstrating his commitment to the highest standards of professional excellence in financial planning.
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