Rob wakes up every morning with a mission to help families and businesses plan for today and prepare for tomorrow. He prides himself on working side by side with his clients to identify their goals and implement strategies that will help them achieve their objectives.
Rob earned his bachelor’s degree in business administration with a concentration in finance from Wilkes University in 2011. He chose the financial services industry because of its entrepreneurial freedom and the opportunity to make a difference in peoples’ lives. After a few years in the industry, he found a passion for helping business owners and led him to take the next step in advancing his practice and earning the CFBS, Certified Family Business Specialist. This certification process was a game-changer for his practice and helped him create a new level of confidence when designing strategies for his business owner clients. Rob holds FINRA series 7 & 66 registrations as well as Life & Health Insurance Licenses.
Outside of the office, Rob's life is centered around staying active and playing golf. He enjoys spending his time with family and friends, whether it's at the golf course, watching Philadelphia sports, or exploring all that the city has to offer. He also practices his passion for supporting his community by serving as an active board member of the Salvation Army.