Rob and his team remain focused on helping successful professionals and their families as they approach and enter retirement. For over 25 years, Rob has built his reputation on integrity, hard work and dedicating so much of his time to the families he serves. He and his team focus their advice in the areas of asset management, executive compensation, business succession, retirement strategies, risk management, preserving wealth and creating a legacy for future generations. Rob is a CERTIFIED FINANCIAL PLANNER^® professional and holds the Certificate Private Wealth Advisor designation.  He also holds the Certified Exit Planning Advisor designation offered through the Exit Planning Institute which focuses on helping business owners maximize business value.  He holds the FINRA Series 7, 24 and 66 registrations and is also insurance licensed. His Masters of Business Administration in finance was received from Georgia State University and his undergraduate degree in psychology is from Lipscomb University. When Rob is not at work, he enjoys spending time with his three children and wife of 25 years.  As a family, 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 that his kids are grown, most Saturdays he can be found playing basketball or running several of the trails near his home. 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.