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, 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.
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 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.