Rob Joined Collaborative WEALTH® in 2015 as a Managing Partner and Private Wealth Manager. He specializes in retirement Income strategies. comprehensive financial planning, wealth management. and investment portfolio services. Rob holds a Serles 7 through LPL Financial and a Series 66 through LPL Financial and CollaboratlveWEALTH® and is registered to provide Investment services in multiple states.

Rob’s prior experience Includes serving as Regional VP of John Hancock Wealth Management. A Florida Regional VP of Annuity and Mutual Fund Distribution at Sunlife Financial Group. Divisional VP at AIG. And Financial Advisor with Securian Financial Services. He graduated From Franklin & Marshall College with a degree In Business Finance.