As a Financial Planner at our firm, Rob assists our advisors in creating and implementing in-depth financial plans to help our clients meet their needs and goals. Rob has expertise in income planning, portfolio construction, and tax-efficient strategies.
Prior to joining Wealth Dimensions, Rob spent most of his career with Fidelity Investments as a Fixed Income Specialist. He assisted high-net-worth clients in the creation and maintenance of bond portfolios utilizing investment strategies to minimize taxes and risk. Prior to Fidelity, he worked in retail banking and investment wholesaling.
Rob graduated from Northern Kentucky University with a Bachelor of Science in Business Management. He also earned Certified Financial Planner and Chartered Financial Consultant certifications.
Rob resides in Northern Kentucky with his wife and daughter. Rob enjoys spending time with them, traveling, and spending time outdoors.