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rob
Robert L. Kaercher CIMA Wealth Manager

Rob works closely with business owners and professionals to understand their financial objectives and help build a plan to reach them. He also serves as a consultant on retirement plans for businesses.

Rob has more than three decades of experience in the financial services industry. Many of Rob’s client relationships have extended to the next generation. He is particularly adept at providing technical information and concepts in a simpler, practical way for our clients.

Rob lives with his wife and two Great Pyrenees in Alpharetta, Georgia and is the proud grandfather of twin boys.

Integrity is the foundation of how we define ourselves. Without it, we cannot grow personally or professionally.
Education
  • West Virginia University – Bachelor of Science (Forest Resource Management)
  • Pennsylvania State University – Master of Business Administration (Finance)
Certifications/Organizations
  • Investment Management Consultant Association (CIMA)
  • Habitat for Humanity volunteer
  • Family Promise volunteer
Hometown

Holmdel, New Jersey

Interests + Hobbies
  • Spending time with his two sons
  • Traveling
  • Reading
  • Grilling on his Big Green Egg
  • Volunteering
< Back to Company
Tim F. Agnew Managing Director
Julio Barahona Director of Operations
Jeff M. Brandon Senior Wealth Planner
Lisa Curles Senior Client Service Specialist
Michael Mueller Wealth Planner
Valerie Nichols Director of Investments
Stephanie Roberts Senior Client Service Specialist
Brad Swinsburg Chief Investment Officer