Personal

Rob and his wife, Kim, are proud parents of their son, Ethan. Rob is a native of St. Louis and grew up in Crestwood, Missouri. He currently resides in Dardenne Prairie, Missouri and enjoys relaxing with his family and friends, watching his son play sports, spending time at the lake, traveling with his family and the consistent passionate pursuit of a better golf game.

Professional

Rob gained client-focused business experience with Delta Communications in St. Louis before earning his Bachelor of Science degree in Finance from Missouri State University. He started with Northwestern Mutual in 1997 and now is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company.

Rob decided to work with Northwestern Mutual because of the world-class insurance services offered and the ability to tailor his practice as he always envisioned-focusing on a comprehensive planning approach and the integration of both insurance and investment products. His number one priority is to fully understand the goals, desires and dreams of each client relationship he maintains before progressing to any solution implementation. 

Rob is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Designations

  • CFP® - Certified Financial PlannerTM 
    The CERTIFIED FINANCIAL PLANNERTM(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
  • CHFC® - Chartered Financial Consultant
    The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
  • CLU® - Chartered Life Underwriter
    The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice.
  • CASL® - Chartered Advisor for Senior Living
    The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Here are my areas of expertise

Financial Planning

Investment Planning & Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Business Planning & Succession

Estate Planning

Multigenerational Planning

Insurance Protection Strategies

Lending a hand in my community.

Rob and his family believe in giving back to the community through support of organizations including:

AFAF - Anything For A Friend

The Anything For A Friend (AFAF) Foundation is a grass roots organization set out to support families in their own battle with cancer. AFAF was inspired through the devote friendship that Marc Garcia believed in and lived everyday of his life; that when in need you do everything you can for a friend. While most charitable organizations use funding to support the fight against specific cancers; AFAF is setup to support the individuals in their own fight against any cancer. Therefore maintaining the underlying message for those suffering that there is a friend to support them financially. As a 501(c)3 non-profit organization; AFAF uses 90% of all tax deductible donated funds to financially support those in need.

Visit website

Anything For A Friend Foundation

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Mercy Health Foundation St. Louis

Mercy Health Foundation is a nonprofit charity organization you can donate to provide St. Louis residents with today’s most advanced health care services. It supports projects that provide advanced technology and capital needs for Mercy Hospital St. Louis and Mercy Children’s Hospital as well as hospice services for the community.

Kingdom House

Kingdom House believes in transformation… from the inside out. Through holistic programs and services, it promotes empowerment and growth in individuals and families. They help the economically disadvantaged achieve economic independence, self-sufficiency and a path out of poverty.

United Way of Greater St. Louis

Since 1922, the United Way of Greater St. Louis has partnered with local nonprofit agencies to identify critical issues, create partnerships, and raise funds to help people in Missouri and Illinois.