Rob has been helping individuals and families with their retirement planning and understanding the retirement plans they contribute to since 2001. Business, Government entities and School Districts have benefited from working with Rob while conducting RFP’s (Request for Proposal) for retirement plans, Group Health Insurance, and Group Life Insurance.
He believes retirement planning is crucial for everyone and enjoys seeing their success in planning for the future for themselves, and their families.
Rob currently holds Series 6, 63 and 65 licenses through LPL Financial, and is also licensed in Accident and Health, Life Insurance, Group health Insurance, Medicare, and Variable Annuities through the State of Colorado. Rob earned his AIF® (Accredited Investment Fiduciary) designation in February of 2022.