Client Advisory


Rob is a Principal in the Bowling Green office. In this role, he supports the office’s financial planning team, assisting with quality control efforts, the new advisor training program, and planning-related software management.

Prior to joining Cerity Partners, Rob served as a Financial Advisor at ARGI Financial Group. Before ARGI, Rob operated a small business and served as an Enlisted Airman in the U.S. Air Force and the Kentucky Air National Guard from 2009–2014.


  • B.S. in Finance with a concentration in Financial Planning from Western Kentucky University
  • Certificate in Financial Planning from Western Kentucky University


  • Certified Private Wealth Advisor®

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