Rob is committed to helping clients navigate the complexities of personal finance with clarity and confidence. He understands that financial planning can often feel overwhelming, and he is driven by a passion for ensuring clients fully understand their long-term strategies while feeling secure knowing they are supported by a trusted professional who always prioritizes their best interests.
Rob earned both his Bachelor of Science in Business Administration and his Master of Business Administration from the University of the Pacific. Before joining Raymond James, he spent eight years in the banking industry, most recently serving as a Branch Manager with Chase Bank. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a distinguished credential that reflects his extensive knowledge of comprehensive financial planning and his ability to apply that expertise to real-world situations.
A lifelong resident of Modesto, California, Rob is active in several community organizations. His involvement includes Renew Church, the Modesto Christian Youth Baseball League, and the Modesto Chamber of Commerce. He is a graduate of Leadership Modesto and has previously served on the board of Sierra Vista Child & Family Services.
Outside of his professional responsibilities, Rob enjoys sports, reading, fishing, traveling, and spending time with family. He and his wife, Amy, have three children: RJ, Karlie, and Ryan.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
