Rob’s thoughtful and thorough approach provides the guidance that helps individuals and families make prudent financial decisions that result in an exceptional wealth management experience.

Education

• CERTIFIED FINANCIAL PLANNER® Program, Boston University

Professional Certifications & Associations

• CERTIFIED FINANCIAL PLANNER®
• Retirement Income Certified Professional (RICP®)
• Chartered Financial Consultant (ChFC®)
• Member, Financial Planning Association (FPA)
• Member, New Hampshire Estate Planning Council

Greatest Professional Satisfaction

I’ve found a profession that allows me to make full use of my unique and varied skill set. I’m a detail-oriented, strategic planner by nature – the more complex the plan, the better. I also love teaching, especially breaking down complex concepts into understandable pieces. And I’m passionate about helping people and knowing that I’m making a difference in their lives. The in-depth wealth management approach we take allows me to combine all of those strengths. It’s equally interesting, challenging, and rewarding.

Greatest Personal Satisfaction

The knowledge that I’m helping others. My financial planning work brings immediate and long-term benefits to our clients. Some of those benefits are measurable – in terms of tax savings or wealth accumulation. But others are much more intangible – like reducing stress about a certain financial matter, or the added sense of security that comes from a well-executed plan. And although these can’t be measured in dollars and cents, there is no question their value far exceeds those other ‘quantifiable’ benefits.