Meet Rob.

My passion is for educating people about financial literacy – not just planning for their retirement. When I can sit with a client and explain the benefits of living within their means, it’s a great opportunity. But when that client absorbs the information and puts their plan in action, it feels incredible to see them succeed.

It’s a gift to teach someone how to save money and realize that their personal goals are in reach. I understand that it’s hard to save money. It’s difficult to avoid that instant gratification – but like investing, those monetary achievements feel so much better when you save up for it rather than overextending yourself.

When it comes to investing, I believe strongly in considering risk and setting reasonable expectations for returns. Planning for goals, with retirement being the biggest goal for most clients, is an important part of my practice and is integral to the investment process. Being here at Addison Avenue Investment Services allows me the flexibility to give my clients a variety of resources that are truly in their best interest.

Outside of work, I enjoy spending time with my family and volunteering in my community. I am a big supporter of sports, day trips, hiking, and home projects. My family means the world to me.