Meet Rob


Our team’s Client Service Associate Rob developed a passion for financial services at a young age, when he began trading and investing as a teenager. He then moved on to gain valuable experience as a financial analyst, where he developed and honed his analytical and strategic skills. His talents have proven invaluable to our team.

Rob holds the distinguished designation of Eagle Scout, and is a graduate of Towson University with a bachelor’s degree in business administration with a concentration in financial planning. His drive and desire to make a positive impact on people’s lives is apparent in his interactions with our team and clients alike. He sets out daily to make a meaningful impact.

Outside of work, you can probably find Rob cheering on his favorite baseball team, the Orioles. He hopes to someday visit every MLB stadium, combining his love of baseball and travel. When not watching baseball or traveling, Rob can often be found out on the water in his kayak, enjoying the peace and tranquility the water gives.