Rob has spent the last 12 years truly getting to know his clients, building solid relationships so he can give the best financial guidance for whatever they throw his way. He’s made it his mission to approach challenging banking issues head on, collaborating with his clients to create custom lending solutions and full balance sheet guidance. Rob specializes in medical and legal practice financing and buy-ins, and he works tirelessly on behalf of his clients to keep things running as smoothly as possible—helping to make their goals a reality now and for the long-term future.
Rob enjoys a good challenge outside of the office as well. When he’s not at work, you’ll find him spending time with his three kids and coaching them in various youth sports, or out on the golf course fine-tuning that perfect swing. He also uses his spare time to give back, working with Meals on Wheels to deliver meals to elderly and home-bound individuals and families.
Check the background of this investment professional on FINRA’s BrokerCheck.