Skip to Content


I’m a manager in our Wealth Management practice and am known for helping clients define and monitor progress toward their financial goals. I specialize in helping clients develop savings behaviors, implement debt reduction strategies, analyze cash flows, define investment policies and strategies, determine portfolio allocations, minimize income taxes, and maximize net worth. Additionally, I’m well versed in college education saving vehicles and strategies.
View More of Rob's Experience
I’m a proud Michigan State alum, but not many people know that I grew up a huge University of Michigan football fan. Much of my family is still on that side of the rivalry, which makes for interesting family gatherings during football season.

You might also like…

Get to know our wealth management suite of technology
Amber Terakedis Wealth Management
Article July 2, 2020 2 min read
June nonfarm payroll adds 4.8 million jobs, surpassing expectations
Jim Baird Wealth Management
Blog July 2, 2020 2 min read
Manufacturing activity surged in June
Jim Baird Wealth Management
Blog July 1, 2020 1 min read
Charitable planning opportunities under the CARES Act
Rebecca Solomon Wealth Management
Article June 30, 2020 4 min read