Rob has over 23 years of financial industry experience, notably representing the Mid-Atlantic territory as a Regional Vice President for Axa-Enterprise, Touchstone Investments, Putnam Investments and Nationwide, prior to joining Equity Concepts in 2018. Rob received his Bachelor of Science degree in Finance from The Ohio State University in 1993. Rob currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, & 65 and is licensed in 38 states.
Rob has extensive experience with financial markets and consulting to financial advisors. His background working with advisors has encouraged him to bring his investment experience to help clients draft and execute plans to reach their goals. Rob is passionate about using his experience and expertise to create solid financial and legacy planning for people’s lives.
Rob and his wife Tuesday enjoy spending time outdoors, especially boating and swimming, with their two daughters, Bree and Brooke. Rob also enjoys coaching his youngest girl’s softball team. Rob’s other hobbies include American muscle cars, playing drums, and cheering on the Orioles.