Outlook Financial Center
Financial & Investment Services Insurance
Rob leads the team on case design, investment management, and day-to-day corporate management. He is registered to offer investment advice in the states of Ohio and Texas and his professional qualifications allow him to work in the other 48 states. His licensing also includes insurance products in multiple states.
Rob is a graduate of the U.S. Naval Academy with a Bachelor of Science in electrical engineering, an MBA from the University of New Haven, and a certificate in financial planning from Kaplan University. His professional memberships include the International Association of Registered Financial Consultants, Million Dollar Round Table – Court of the Table, Kiwanis (he is the club treasurer), and the Optimists.
Rob is also registered with the IRS as a professional tax preparer. He voluntarily participates in the IRS Annual Filing Season Program (AFSP) where he completes a continuing education program on tax season filing updates and other tax law training. You can find him in a public database maintained by the IRS for taxpayers searching for qualified tax return preparers ( https://irs.treasury.gov/rpo/rpo.jsf ).
Rob and his wife, Cheryl, have eight children, 22 grandchildren, four great-grandchildren, and two very spoiled dogs. Rob enjoys music and spending time with his grandchildren. He is a true engineer, enjoying anything that will challenge his mind to solve the puzzle.
Full Service Fee-Based Financial Planners serving our clients in the areas of retirement income planning, investment advisory services, insurance, tax planning, college planning, and Medicare information. No minimums!
Outlook Financial Center LLC provides financial planning, insurance services, and asset protection. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Outlook Financial Center LLC.
Wellness Investment Advisers LLC, a state-registered investment adviser, provides investors financial planning and custom-tailored investment strategies to meet short and long-term needs. Our goal at Wellness Investment Advisers LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.