Rob has spent the last 18 years working with clients to specifically tailor a financial plan that helps them to achieve their financial success. Rob currently holds both the Series 7 and 66 securities registrations through Woodbury Financial Services along with an insurance license in multiple states.
His focus is to truly understand what is important to his clients and their families and guide them on their journey. Over his career he has worked as a family advisor to assist his clients with the accumulation and distribution of their assets while ensuring the passing of their wealth to their legacy.
Rob is a Maryland native and a graduate of the University of Maryland. He has spent the last decade raising his son and daughter with his wife in Sykesville, MD. He spends most of his free time attending the various events and sports to support his children. In his free time, he enjoys restoring historic Jeeps, being involved in outdoor activities along with volunteering with the Cub Scouts and at his church.