About Me

Rob began his investment industry career in 1995 and joined Stifel in 2009.  Prior to joining Stifel, he worked as a Business Development Officer for Wachovia Bank, now Wells Fargo Advisors, and as a small business insurance specialist.  Rob believes in using a holistic approach with financial planning as the foundation.  He seeks to mitigate risk by leveraging Stifel’s research and other trusted resources to help his clients pursue positive outcomes.  He holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). 

Rob earned a B.S. in Business Administration from Elon University, where he now serves on the alumni association reunions committee.  Outside of the office, he enjoys golfing, skiing, playing pickle ball, and spending time with his family and in the community.