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Get to Know Your Team

Family-Oriented | Integrity-Driven | Evidence-Based

We are a veteran-owned, fiduciary firm wholly committed to serving our clients through a personal approach. Our goal is to understand your passions, your values, the people you love, and ultimately, where you want to go in your life. We are here to serve as your dedicated partner, thoughtfully developing a plan and being here to help you stay on track as your life evolves. Together, let’s transform your finances into a source of stability, confidence and, ultimately, joy as you embrace your life’s next steps.


Rob Burnette Photo
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Rob Burnette

CEO and Financial Advisor, Outlook Financial Center, LLC and Wellness Investment Advisers LLC

Rob leads the team on case design, investment management, and day-to-day corporate management. He is licensed to offer investment advice in the states of Ohio and Texas and insurance products in multiple states.

Rob is a graduate of the U.S. Naval Academy with a Bachelor of Science in electrical engineering, an MBA from the University of New Haven, and a certificate in financial planning from Kaplan University. His professional memberships include the International Association of Registered Financial Consultants, Million Dollar Round Table – Court of the Table, Kiwanis, and the Optimists. He is also registered with the IRS as a professional tax preparer.

Rob and his wife, Cheryl, have eight children, 22 grandchildren, four great-grandchildren, and two very spoiled dogs. Rob enjoys music and spending time with his grandchildren. He is a true engineer, enjoying anything that will challenge his mind to solve the puzzle.

Lori Gross Photo
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Lori Gross

Financial Advisor, Outlook Financial Center, LLC and Wellness Investment Advisers LLC

Lori is our lead investment advisor in the Troy office. She is licensed to offer investment advice and insurance products. She is our Medicare advisor, helping seniors understand the complexities of Medicare Insurance in an easy-to-understand educational setting. Lori is an ambassador for the Troy Area Chamber of Commerce as well as an active member, board member, and President of the Kiwanis Club of Troy.

She began working in the financial services field over 20 years ago. She then took time off from the industry to raise her family, become an accomplished chef, and follow her passion for horses.

Lori lives with her husband, Tony, and teenage son, who keeps them busy with football, baseball, 4-H and FFA on their farm in rural Miami County. She loves visiting with her daughter, son-in-law, and granddaughter when she can get away. In her free time, she loves to run 5Ks, do Zumba, and relax while doing yoga. She enjoys being outdoors and spending time with her family and friends.