Meet
Chief Bug Slayer and Real-World Financial Strategist
Rob brings a steady, thoughtful approach to every planning conversation. With nearly a decade of experience and a background in independent, fiduciary advice, he helps clients feel more confident and less overwhelmed—especially when life feels messy or uncertain.
He was born in Paraguay and grew up in New Jersey, where he still lives with his wife, daughter, and their very energetic Mini Aussie, Brooklyn. Around the office, Rob's earned the unofficial title of exterminator—for both financial issues and any insect that shows up uninvited. He leads with listening—then offers thoughtful strategies that leave people in a better place than where they started.
Greatest Achievement
Surviving the Series 7, the CFP® exam, and toddler bedtime routines, all in the same decade.
Unofficial Job Title
Chief Bug Slayer and Garbage Day Hero (chivalry isn’t dead, it just takes the trash out on Thursdays).
Pets or No Pets?
Always pets. Brooklyn, our 4-year-old Mini Aussie, runs the house. She’s chewed more shoes than we can count but greets us every day like we’ve been gone for years.
Likes
Back roads in Ireland, long debates about Pork Roll vs. Taylor Ham, and catching up with his brother and parents over a good meal and better stories.
Favorite Way to Recharge
Coming home to cook dinner for his family is Rob's version of a sanctuary. There’s something meditative about the flare of the burner and the rhythm of it all coming together. Or as Gordon Ramsay would say: “Rise up!”