Rob is a Senior Vice President and has been a member of the Hefren-Tillotson team since 2008. He gained valuable experience early in his career while working as a senior member in Hefren-Tillotson’s Financial Planning Department where he provided in-depth financial analysis and research for thousands of clients before ever sitting down with one of his own.
Much of Rob’s time is spent with hard-working families nearing retirement and those already happily retired. His focus is to provide clients comprehensive financial planning – with an emphasis on wealth management, income planning, and estate planning. Rob is committed to providing the highest level of service to every client.
Rob is a CFP® professional, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance. He is also a Certified Divorce Financial Analyst® which allows him to specialize in examining the financial impact of proposed divorce settlements, while he helps his clients navigate the many financial issues related to a divorce. Rob graduated Magna Cum Laude from Allegheny College, earning a Bachelor of Arts Degree in Managerial Economics.
Rob is a native of Pittsburgh who resides in Wexford with his wife, son, and dog. His community involvement includes serving on the Board of the National Aviary and the Little Sisters of the Poor. He is also an active member of the Children’s Hospital Trust and the United Way Bridges Society.
Rob is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Send Message