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Biography

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.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Private Wealth Advisor®

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.