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

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 and insurance products. He began working in the financial services field in 1985.

Rob is 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 updates and other tax law training. Rob is also certified as a National Social Security Advisor.

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, and Ed Slott's Elite IRA Advisor Group. He is the past treasurer of the Kiwanis Club of Troy and a former member of Optimists International. Rob has written for multiple publications including Barron's, Forbes, MarketWatch, and WDTN Dayton. Rob is a 2017 Alumnus of Leadership Troy Ohio.

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 began working in the financial services field over 20 years ago. After taking time off from the industry, Lori returned and has been working as a financial advisor with Outlook Financial Center since 2015. Lori has written for multiple publications such as Forbes, Fortune, Yahoo Finance, U.S. News, and WDTN Dayton. Lori is also certified as a National Social Security Advisor.

Lori stays active in her community while balancing her family and work life. She is an ambassador for the Troy Area Chamber of Commerce and a 2024 Alumnus of Leadership Troy Ohio, as well as past President of the Kiwanis Club of Troy.