Insurance Strategies, Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Income Planning, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Investment Strategies (Reg. Reps Only)
English
Rob wakes up every morning with a mission to help families and businesses plan for today and prepare for tomorrow. He prides himself on working side by side with his clients to identify their goals and implement strategies that will help them achieve their objectives.
Deeply valuing the relationships that he develops with his clients; Rob knows every client is not a one size fits all approach so takes the time to not only understand what’s important to them but also what keeps them up at night. Passionate that his clients feel comfortable and confident in the financial decisions they make, he educates them on the ins and outs of the solutions he presents and how they may fit into their overall financial strategy.
Rob earned his bachelor’s degree in business administration with a concentration in finance from Wilkes University and shortly after joined MassMutual Eastern PA. He chose the financial services industry because of its entrepreneurial freedom and the opportunity to make a difference in peoples’ lives. After joining our team in 2012, he began working with other the Retirement Plan Specialist within the firm and found a passion for helping business owners. Rob holds his FINRA Series 7 and Series 66 (www.finra.org) registrations as well as Life, Accident & Health Insurance Licenses.
Outside of the office, Rob's life is centered around staying active and playing golf. He enjoys spending his time with family and friends, whether it's at the golf course, watching Philadelphia sports, or exploring all that the city has to offer. He also practices his passion for supporting his community by serving as an active board member of the Salvation Army.
CRN202304-280408
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Wilkes University
Golf
Fitness
Travel
Advisory Board of the Salvation Army