Rob joined our Anchor Bay Capital Team as an Advisor, Planner and Tax Preparer. Rob graduated from the University of Arizona with a B.S. in Business. He brings over 25 years of experience as an entrepreneur and small business owner in the commercial printing industry.
While having a life-long passion for investing and finances, he recently made the move to a full-time career in the financial industry. He completed the education for the Certified Financial Planner certificate from the Boston Institute of Finance and passed the Board’s examination in March of 2023. Rob also recently attended training at the Financial Planning Association (FPA) Residency program and is continuing to further his education and experience through the FPA supported Amplified Externship.
In addition to his business and life experience, Rob brings a true passion and dedication to his clients in helping them meet their financial needs and goals. Outside of work, Rob enjoys watching sports, golfing, the outdoors, and traveling with his wife, especially to visit their two sons and two grandkids in Texas.
