Rob entered the financial service industry in 1990, immediately upon graduation from Florida Atlantic University with a Degree in Finance. In addition to his many years of industry experience, he has completed numerous programs of advanced study better to serve the needs of his diverse affluent clientele.

He has extensive knowledge and training in Wealth Transfer and Advanced IRA Planning. Rob is very familiar with securities, insurance, and financial planning. He firmly believes that too many people have been conditioned to carry too much risk in their financial lives. His 32 years of experience have taught him that most financial goals can be achieved significantly less risk.

Rob is a recovering analytic and prefers to keep things as simple as possible and not try to overwhelm his clients. Rob was born in Cleveland, Ohio but grew up in South Florida until relocating to the Tampa area in 2005. He loves boating, fishing, island hopping, and anything involving the ocean and warm water. He's been blessed with three children who share his passion for the outdoors.