Rob wakes up every morning with a mission to help families and businesses plan for today and prepare for tomorrow. He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current, and more importantly, future needs.

Rob earned his Bachelor’s Degree in Business Administration with a concentration in Finance from Wilkes University in 2011. He chose the financial services industry because of its entrepreneurial freedom and the opportunity to make a difference in peoples’ lives. After a few years in the industry, he found a passion for helping business owners. This led him to take the next step in advancing his practice and earning the CFBS, Certified Family Business Specialist designation.

Outside of the office, Rob's life is centered around staying active and playing golf. He enjoys spending his time with family and friends, whether it's at the golf course, watching Philadelphia sports, or exploring all that the city has to offer.