Rob is a lifelong Triangle-area resident - born in Raleigh and living there until 2017 when he and his family moved to Apex. Rob's 2 daughters were accepted into Thales Academy in Apex, and Rob decided to move there to keep the commute short. Moving to Apex was one of the best decisions he's ever made. Rob loves the small town feel of Apex and how welcoming everyone is. From a business standpoint, Rob loves meeting new people who have investment and retirement questions. He loves listening to financial concerns and questions, and takes pride in delivering personal advice in a simple and easy-to-understand manner. Rob works as a Fiduciary advisory with LPL and works with investment firms such as Fidelity, Vanguard, and BlackRock. With over 20 years experience as an advisor, Rob also helps with 401k's, SEP IRA's, and other retirement plans for business owners.
