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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.

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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 registered to offer investment advice in the states of Ohio and Texas and his professional qualifications allow him to work in the other 48 states.  His licensing also includes 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 (he is the past club treasurer), and the Optimists.

Rob is also registered with the IRS as a professional tax preparer.  He voluntarily participates in the IRS Annual Filing Season Program (AFSP) where he completes a continuing education program on tax season filing updates and other tax law training.  You can find him at The National Directory of Registered Tax Return Preparers & Professionals ( https://www.ptindirectory.com - use Troy zip code 45373) or in a public database maintained by the IRS for taxpayers searching for qualified tax return preparers ( https://irs.treasury.gov/rpo/rpo.jsf ).

Rob and his wife, Cheryl, have eight children, 22 grandchildren, four great-grandchildren, and three 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 and Past 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, on their farm in rural Miami County. She loves visiting with her son, daughter, son-in-law, and granddaughters when she can get away. In her free time enjoys being outdoors, camping, and spending time with her family and friends.