A thought leader with over 25 years of experience advising successful business owners and executives. Whether you’re selling a business or stepping away from a C-suite role, the transition requires more than just numbers. My team helps successful people turn years of work into financial independence and family legacy.
For business owners, we guide the exit planning process from start to finish—helping them maximize the value of their business through a customized plan that aligns business, personal and financial goals. As a CEPA® professional, Rob uses a framework which helps to ensure their transition is not just successful, but strategic—preserving wealth and legacy for generations to come.
For executives, Rob provides guidance on equity compensation, cash flow planning, risk management, and tax-efficient strategies to help them move smoothly from the boardroom into retirement or their next phase of life.
When Rob is not at work, he enjoys spending time with his three adult children and wife of 25 years. They enjoy theater at the Tennessee for Performing Arts Center, hiking in one of the many state parks in Middle Tennessee and just hanging out with family and friends. As his kids were growing up, Rob spent many years coaching various sports including high school soccer. Now he stays active in the community by serving at his local church and has spent hours working with the Children's and Student Ministries. Recently he accepted a Board of Directors position with Second Harvest Food Bank of Middle Tennessee. Its mission is providing food to people facing hunger and working to advance hunger solutions.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
