CFP®
Financial Advisor / Member Owner
I am grateful and proud of the confidence our clients place in our team. I will work hard to continue to earn that confidence.
Rob worked for World Trend Financial from 2008 until it joined with Savant in 2022. He earned a bachelor’s degree in business management from the University of Iowa. Rob is a CERTIFIED FINANCIAL PLANNER™ professional.
Rob serves on the board of directors for the Linn Mar School Foundation. He and his wife Stefanie have two children, Matthew and Natalie, and live in Marion, IA. Rob enjoys staying active, whether it be a bike ride, a round of golf, or helping coach his children’s teams. He is a proud Hawkeye and Cubs fan, cheering them on through good times and bad.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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