ÃÛѨÊÓƵ

Director of Insurance

• Certification for Long-Term Care (CLTC®)

With more than 20 years of experience in the field, Rob leads the Advanced Planning Strategies Insurance Team, specializing in insurance guidance and planning.Ìý

Rob joined ÃÛѨÊÓƵ in 2016 and holds a Certification for Long-Term Care (CLTC®). While he transitioned to the insurance industry in 2002, Rob has 13 years of previous experience in the payroll and benefits industry. Prior to joining EFE, Rob held roles at Nationwide and Allstate as well as smaller independent agencies. As a result, he has deep experience with just about every type of insurance, from life insurance and long-term care to annuities and property and casualty insurance.
Rob is proud of his more than three-decade career in the services industry. He is passionate about helping our clients optimize their insurance protection. And he particularly enjoys collaborating with planners and clients to help ensure their insurance needs are addressed as part of our integrated approach to the financial planning process.

Rob earned a Bachelor of Science degree in finance from California State University, Long Beach. He resides in Virginia where he enjoys golfing and fishing.Ìý