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#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
An industry veteran since 2005, Rob is one of the partners of the Wealth Consulting Group and has devoted his career to providing comprehensive financial planning.
Rob is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a Certified Exit Planning Advisor (CEPA©), Certified Divorce Financial Analyst™ (CDFA™) and an Accredited Domestic Partnership Advisor (ADPA). He is a goals-oriented planner with vast experience helping families make well-informed financial decisions at every stage of their lives. He caters to established, multi-generational family wealth and those with a liquidity event on the horizon that will set their family on a similar path.
Rob’s professional licenses include the Series 7, 65, 66, and 31 along with licenses for variable annuities, life, accident, and health insurances.
His bachelor’s degree in Finance comes from Oakland University where he continues to serve his alma mater in two unique capacities. Rob is the Secretary of the Oakland University Alumni Association, where the board provides counsel and advice to the Office of Alumni Engagement, University Advancement, President, and other members of university leadership. He also serves as the Chair of the Champions Club and liaison to the Men’s Basketball Team where he advocates for a comprehensive student-athlete experience that prepares them for life beyond the court.
Rob, his wife, Summer, and their children, Sienna and Jackson, live in the City of Rochester. With a passion for his community, he proudly served as Mayor for the City of Rochester, was the first Chair of the City of Rochester’s Pension/OPEB Board and served numerous other City-related organizations. After choosing to not to run for another term, his constituents these days are the youth of Cub Scout Pack 902 where he serves as Cubmaster.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
I can provide individualized guidance in the following areas to help you pursue your wealth management goals:
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
An industry veteran since 2005, Rob is one of the partners of the Wealth Consulting Group and has devoted his career to providing comprehensive financial planning.
Rob is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a Certified Exit Planning Advisor (CEPA©), Certified Divorce Financial Analyst™ (CDFA™) and an Accredited Domestic Partnership Advisor (ADPA). He is a goals-oriented planner with vast experience helping families make well-informed financial decisions at every stage of their lives. He caters to established, multi-generational family wealth and those with a liquidity event on the horizon that will set their family on a similar path.
Rob’s professional licenses include the Series 7, 65, 66, and 31 along with licenses for variable annuities, life, accident, and health insurances.
His bachelor’s degree in Finance comes from Oakland University where he continues to serve his alma mater in two unique capacities. Rob is the Secretary of the Oakland University Alumni Association, where the board provides counsel and advice to the Office of Alumni Engagement, University Advancement, President, and other members of university leadership. He also serves as the Chair of the Champions Club and liaison to the Men’s Basketball Team where he advocates for a comprehensive student-athlete experience that prepares them for life beyond the court.
Rob, his wife, Summer, and their children, Sienna and Jackson, live in the City of Rochester. With a passion for his community, he proudly served as Mayor for the City of Rochester, was the first Chair of the City of Rochester’s Pension/OPEB Board and served numerous other City-related organizations. After choosing to not to run for another term, his constituents these days are the youth of Cub Scout Pack 902 where he serves as Cubmaster.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
I can provide individualized guidance in the following areas to help you pursue your wealth management goals:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
3 strategies to improve your after-tax wealth potential
Taxes can be a burden in retirement, but you have options to manage them. Read the latest Modern Retirement Monthly to learn how you can make the most of your retirement savings using strategies such as Roth conversions, life insurance and qualified charitable distributions.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
51 countries
Our global footprint
$3.9 trillion
In invested assets globally
As of 12/31/2022
