My Role:
Rob is a Fee Based Financial Planner providing advisory services to clients helping discover the risks they have in their planning, whether in their estate plans, wealth management, retirement plans, investments or business succession documents. He seeks long term relationships with his clients.
Work History:
Rob joined IronBridge Wealth Counsel in 2022. His financial planning practice began in 1999 and included 16 years with Lincoln Financial Advisors.
Where I Come From:
Rob is a Navy brat born and raised in southeast Virginia. He is married to Theresa and loves to spend time with family and friends and is an avid golfer.
Education:
Rob has earned the CERTIFIED FINANCIAL PLANNER™ certification, and the Chartered Retirement Planning Counselor(SM) designation. He holds a life and health license as well as securities series 6, 7, 63, & 65.
Certificate of completion for Professional Financial Planning Series, Executive Development Center, Old Dominion University.
My WHY:
I love meeting with clients and new prospects. I enjoy probing to understand the dynamics of the family and the goals and dreams for their lifetime and the lifetime of their kids and grandkids. My mission is to deliver the best advice which is not driven by emotion, is unbiased, highly informed, and consistent in delivery.