After graduating with a Bachelor of Arts degree in Economics from State University of NY at Potsdam, Rob immediately started working for a financial planning firm in the Northeast and continued with his career at other local and international financial institutions.
With more than three decades of experience as a financial consultant, Rob holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. in 2019. Rob is a member of the Financial Planning Association of the Northeastern New York Chapter and has achieved the Patriots Club level based on annual production for 2020.
Rob's objective is for his clients to be able to live their ultimate life, which is why he provides a holistic, customized plan for each client to pursue their ideal lifestyle.
Rob holds himself personally accountable for his client's success throughout his practice, which specializes in client's portfolio design, retirement income planning, and estate planning.
Residing in Delmar, Rob enjoys spending time outdoors with his family and exploring his love of music in his spare time.