As a Financial Advisor with Capital View Wealth Management, Rob blends strong leadership experience with a loyal dedication to his clients. Rob focuses his practice on implementing comprehensive strategies to help his clients achieve their goals, through personal financial planning.
Rob completed his Bachelor's Degree, graduating from HoughtonCollege in 1999. Rob began his career in the Financial Services Industry as a Financial Advisor with Prudential in 2000. In 2002, Rob began work as the Financial Advisor in Belco Community Credit Union, where he assisted credit union members, business owners, and institutions with retirement planning, financial guidance, and investment management. He also worked closely with the leadership of Belco in building staff teams to successfully manage referrals and clients. In 2008, Rob left Belco to become the Executive Director of Ambassador Foundation, a faith-based non-profit in Lancaster, PA, where he continues to serve. Rob complements our team at Capital View Wealth Management with specific experience in assisting clients with Charitable Planning, including Donor Advised Funds, Charitable Remainder Trusts, In-Kind Gifts, and other advanced charitable planning techniques.
Rob is a recent graduate of the American Banker's AssociationTrustSchool at EmoryUniversity.
FINRA licenses include Series 6, 7, 63, & 66. Other licenses include Life, Health & Disability Insurance as well as Property & Casualty Insurance.