Rob, as the founder of his practice, leads the team every day by designing retirement plans, managing investments, and customizing financial products for his clients. Rob is dual-licensed as an investment advisor representative and a licensed insurance professional. That means Rob can offer you wealth management tools, insurance, and annuity products to help build a holistic investment and retirement portfolio designed specifically for you – not a one-size-fits-all recommendation.
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, 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, three great-grandchildren, and two very spoiled dogs. Rob and Cheryl are very active in their church, where Rob serves as a deacon. 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.
As our lead investment advisor for our Troy office, Lori is licensed to offer you investment advice and a wide variety of insurance products. She is our primary Medicare advisor, meaning she understands the complexities of Medicare insurance and loves sharing that knowledge with our clients.
Lori is an ambassador for the Troy Area Chamber of Commerce as well as an active member and board member 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.