Since beginning his career in financial planning in 2006, Rob has found fulfillment in helping his clients navigate their financial futures with confidence. He believes that everyone’s story is unique and deserves personalized guidance delivered with honesty and care. He strives to create a welcoming, judgment-free environment where clients feel comfortable sharing their values, goals & concerns, so he can tailor solutions that truly fit their lives.

After completing his undergraduate degree from Brigham Young University, Rob has continued to focus on continuing his education & staying current on the latest industry insights to help his clients thrive. He’s a Certified Financial Planner™ (CFP®), and holds the ChFC®, CLU® & RICP® professional designations.

As a native of Utah County, Rob lives in Highland with his wife, Marissa, and their two kids. Together, they love spending time outdoors—whether it’s skiing, concerts, or exploring nature as a family. Marissa is still trying to teach Rob how to cook, and he’s committed to improving—much to her amusement! When they’re not busy chasing their kids around or enjoying Utah’s outdoor adventures, they’re dreaming about their next travel destination. So far, New Zealand has been their favorite, and they’re eager to see where their adventures take them next. Rob also serves on the board of the Utah Valley chapter of the BYU Management Society, helping to raise scholarship funds for students at local universities, as well as raising awareness of the need for moral & ethical leadership.