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Rob started his insurance and financial services career in 2004 after a successful 12 year career in restaurant management. As a Financial Services Representative with the Principal Financial Group®, Rob helps his clients plan for retirement; with contingency planning in the event of premature death or disability. For his business clients Rob provides strategies for employee and owner benefits, as well as personal financial planning for business owners and key managers.
And now as a Managing Director, Rob, puts his years of hiring and developing restaurant managers and developing advisors to use. Rob works with his team on developing their businesses based on listening and advocating for their clients. With increasing demands for a broader range of products and services, Rob holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations.
Managing Director/Financial Advisor