About

Rob has been in financial services since 2000, primarily focused on the college planning arena.  He has helped hundreds of families work towards their financial goals and objectives by selecting the most appropriate strategies to lower college costs, and then fund the expenses, without a negative impact on retirement savings. He also helps families invest in the market through the use of tactically managed investment portfolios. Rob is a 1991 Magna Cum Laude graduate of Western Michigan University with a BBA in Marketing and minor in Finance.  He has been married to his wife Lisa since 1999 and they have two boys.  Rob enjoys riding his motorcycle, boating, golf, hunting, and spending time with his family.



Our office.

Retirement Wealth Advisors

127 Library Hill Lane

Lexington, SC 29072

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