In 2016 Rob was honored to have been selected by Dave Ramsey’s team to serve as a SmartVestor Pro covering the greater Rochester region. As a facilitator for Dave Ramsey’s Financial Peace University, Rob has helped many people through the steps of building wealth. By applying Dave’s financial principals, Rob’s clients are able to position themselves for success today and in retirement.
Experience: After a 15-year career with JP Morgan Chase, Rob left in 2009 to build his business as an independent financial advisor with the Angelo Planning Group, LLC. Rob’s clear focus is building life-long relationships with his clients. He strongly believes in the philosophy of guiding with the heart of a teacher.
Getting to know Rob: Rob enjoys spending his time with his wife, Tracy and two daughters Taylor and Jaden. He coaches both of his daughters’ soccer teams, the Cobras. He also plays racquetball, tennis, and golf. He and his family are active members in Hope Lutheran church.
Rob can be reached at (585)568-6969.