With his combination of credentials and skillsets, Rob can work effectively on a continuous basis with each client – from the exploration and goal-setting steps of their relationship, through the formulation, implementation and frequent review of what is often a sophisticated financial strategy.

Rob was selected to Forbes/SHOOK “America’s Top Next-Generation Best in State Advisors” list in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).*

A lifetime learner, Rob feels that his rigorous and ongoing industry training allows him to bring clients an extra measure of financial knowledge and work more strategically and analytically on their behalf. 

Rob is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In 2012, he was recognized as a subject matter expert for the CFP^® Board, contributing to the development of examination questions for the CFP^® Certification Examination. Robert also holds the Certified Investment Management Analyst^® (CIMA^®) designation awarded by the Investments & Wealth Institute^™, which is taught in conjunction with the Wharton School at the University of Pennsylvania.

Additionally, Rob holds the firm’s Portfolio Manager designation – allowing him to help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

Inspired by clients’ years of hard work and sacrifice, Rob admires those who “do the right thing” for people they love and passions they have. He feels it’s incumbent on him to help bring order to clients’ financial lives, simplify what are often complex decisions, and prepare them for new situations – the kind they often cannot anticipate.

At the age of 18 years old, Rob launched his financial services career at American Express Financial Advisors while still in college. After graduating from the University of St. Thomas with a Bachelor’s degree in Finance, he joined A.G. Edward in 2004 as a financial Advisor. He arrived at Merrill in 2007, to offer clients a more comprehensive range of services.

Robert is a lifelong resident of the Twin Cities and currently lives in Prior Lake. He is also a private pilot and, enjoys spending time on the ground with his wife, Amy, their two daughters and two Labrador retrievers. 



*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking
were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams;
joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures:
telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based
on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or
investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes
is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment
success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings
should not be construed as an endorsement of the advisor.