Biography
A member of Accredited’s Wealth Management group, Rob is responsible for wealth planning analysis and the execution of planning strategies.
A career changer, Rob joined Accredited in August after more than 15 years in sales, marketing, and business analysis.
Prior to joining Accredited Investors, Rob was Vice President of Sales at a Marketing Company specializing in Vendor Management working with large retailers.
What led Rob to Accredited is his passion for helping people make the most of their resources and achieve their personal goals. He appreciates Accredited’s team based and holistic approach to working with clients.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
University of Redlands – B. A. in Economics, with a Minor in Business Administration
How do you spend your life wisely?
I spend my life wisely by focusing my time and energy on family, friends and the people I serve as often and as intentionally as I can. I strive to make a positive impact on those around me by being authentic and having meaningful interactions with all I interact with. I am passionate about helping others and thankful for the opportunity to improve people’s lives every day.
“Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.”
Albert Einstein
