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.