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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 Great Pyrenees in Alpharetta, Georgia and is the proud grandfather of twin boys.