Lead Advisor, Partner
Captain of his college football team, Rob draws parallels between what happens on the field and the work he does for clients. As he describes it, his role as Lead Advisor is to be a possession receiver: their go-to resource when a critical choice needs to be made.
As a member of our Investment Team, Rob is often a key resource for his colleagues when it comes to uncovering a key piece of financial data or understanding a complex tax law.
Outside the office, Rob likes dropping flies on unsuspecting fish and enjoying home-cooked meals with family and friends.
Rob writes about effective investing, understanding markets, and financial planning on the Simple Truth blog. Read his articles.