- Wealth Management
- Retirement Plans
Rob is our firm’s database manager. He is responsible for aggregating, analyzing and reconciling financial data from multiple sources, and providing our financial advisors with the necessary tools to manage client portfolios effectively. Rob’s primary concern is maintaining a secure network infrastructure to protect our clients’ data, preserving their confidentiality, privacy and trust. Rob has 10 years of IT experience. Prior to joining the firm in 2005, Rob worked as the lead programmer for a database marketing and technology services company. He graduated from the University of Illinois in 1997.
Rob is an avid backpacker. In 2005, he hiked from Mexico to Canada along the entire 2,658-mile Pacific Crest Trail. He currently spends all his free time with his wife and their identical twin boys, Miles and Ellis.