Rob's law degree was an unexpected bonus when he decided to make the financial planning industry his career. "I had focused my legal studies on estate planning, but found that there was so much more that impacted a family than simply the legalities," he says.
With prior experience at both Edward Jones and A.G. Edwards & Sons, he became more involved with clients and more interested in helping them consider the many aspects of their financial lives as they related to estate planning.
"When I came to Moneta Group in 2006, the pieces really fell into place. Serving as a Family CFO for my clients gives me the opportunity to look at the big picture and offer advice on the important aspects of long-term plans. Most satisfying is that it gives me the opportunity to create meaningful relationships with clients."
As a professional consultant for the Finerty team, Rob specializes in:
- Retirement Planning
- Charitable Planning
- Estate Planning
- Education Planning
Rob and his wife, Amanda, have two daughters. He enjoys the outdoors and is an avid fisherman and hunter.