Rob joined One Financial Services in April of 2008 as a Wealth Advisor and became a Shareholder of the firm in 2018. He personally serves his clients by carefully listening to their needs, understanding their goals and helping them make important life decisions. He also oversees the firm’s research process and is a member of the Investment Committee.
Rob earned a B.S. in Business Administration from Bloomsburg University. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), and has also completed the Financial Planning program at New York University School of Continuing and Professional Studies in Finance, Law and Taxation. He holds his Series 7, 24 and 66 securities registrations through LPL Financial, along with a Pennsylvania resident life insurance license.
Outside of One Financial Services, Rob is an active member in several organizations, including, the Estate Planning Council of the Lehigh Valley, Palmer Township Kiwanis and the Business, Industrial, and Professional Association of Palmer Township (BIP). He is also a graduate of the Leadership Lehigh Valley Class of 2014.
Rob currently serves as board member and treasurer for the Third Street Alliance for Women and Children in Easton, along with chairing the Finance Committee and serving on the Executive Committee.
In 2015, Rob was a Leukemia and Lymphoma Society Man of the Year candidate. During this ten-week campaign, he raised over $33,000.00 for blood cancer research. He was the recipient of the 2015 Doug Lubbers’ Mission Award for his mission integration, volunteerism, and community involvement. He has served on the 2016 and 2017 Man and Woman of the Year Leadership Committee.
He is a native of the Lehigh Valley where he currently lives with his wife Alesha and their four children, Lucia, Marlow, Theo and Nico. He enjoys volunteering with activities his children are involved as well as cycling and running and has completed several half marathons.
To learn more about the organizations with whom Rob is currently involved, please visit the following links:
Entities listed above are not affiliated with LPL Financial or One Financial Services.