Rob has over 30 years of experience providing wealth management services to high-net-worth and ultra-high-net-worth individuals, families and business owners. He spent the first part of his career at Wayne Hummer Investments and later joined Credit Suisse in 2006, where he spent 10 years before joining Wells Fargo Advisors as Managing Director – Investment Officer, in 2016.
Rob takes a comprehensive approach to wealth management, including estate planning strategies, retirement planning, tax-efficient investment strategies, and risk management. His primary focus is to help construct a long-term asset allocation plan within the context of a client’s personal financial goals and philosophical views on investing and social impact, while also considering shorter-term tactical opportunities and risks. As a PIM(R) Portfolio Manager, he may also use a personalized investment strategy that involves the use of hedging strategies, which is custom tailored to each individual client’s unique needs.1
Rob earned a Bachelor of Science degree in Business Administration from the University of Southern Indiana and was chosen as the University’s 2016 Commencement speaker for the Business School. In addition, he attended the Universidad de Guadalajara in Jalisco, Mexico, where he studied language and international relations, of which he continues to study the effects of local culture and global business.
Away from the office, Rob is an avid mountain biker, and he is actively involved in giving back to his community. He co-founded Musicians 4 Musicians, a charity that partners with musicians and non-profits, and he is a Board Member of Up-Beat Music and Arts. Both groups provide a safe environment for children to learn the arts. Rob also volunteers for various organizations that support children’s health and well-being, including coaching many of his kids’ sporting activities. He and his wife, Stephanie, have five children, Catrina, Cassandra, and Derek (who are now grown), and twins, Camden and Alexandria, as well as two Labrador Retrievers, Kya and Emme.
1The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
2Wells Fargo Advisors is not a legal or tax advisor.