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St. Louis, MO
Strategic, dedicated, passionate, and trusted advisor who works closely with clients developing their financial and life goals and successfully executing their personalized plan. He believes a disciplined, comprehensive, well managed approach to wealth management drives success. Rob has nearly 30 years of business experience with Boeing and Mastercard. For the last 10 years, he has fostered relationships with key clients, understanding their needs and working together to establish plans that addressed their goals.
Rob has an undergraduate degree in Finance and Banking from the University of Missouri – Columbia and an MBA from Saint Louis University. He also is a Villanova University Certified Six Sigma Black Belt.
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