Rob serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, retirement planning, tax planning, risk management, employee benefits and estate planning.
Rob brings to his clients more than 22 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a large national investment firm serving in various roles such as wealth manager, manager and director. Rob has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with wealth management strategies and techniques.
Rob earned his Bachelor of Science degree in Financial Management and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Additional designations that he holds include Chartered Retirement Planning Counselor℠ and Accredited Wealth Management Advisor℠.
Rob and his wife Dawn have five boys – Robbie, Matthew, Nicholas, Jonathan and Samuel. They reside in Overland Park, Kansas and enjoy traveling and spending time with family and friends.
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