Rob began his career in the financial services industry in 1993 with Fidelity Investments. In addition to Fidelity, Rob also had long tenures with Morgan Stanley and eTrade Financial. Rob joined Investment Management Consultants in 2012 and currently holds series 4, 7, 24 and 63 security licenses.
Throughout his career Rob has been responsible for management and supervision of registered representatives in areas such as active trading, high net worth individuals, retirement, estate planning and fraud protection. In addition Rob has obtained extensive experience working directly with clients to provide assistace with various accounts such as trusts, corporations, charitable giving, insurance, annuities and more.
As Rob achieved personal success he realized his career path was moving towards corporate management and away from areas he really enjoyed such as working directly with clients to create and implement plans for financial security. When the opportunity to join Investment Management Consultants arose Rob jumped at the opportunity to join this outstanding team.
Rob was born and raised in Utah and attended the University of Utah. He lives in Salt Lake City and is the proud father of three kids. He loves football, the outdoors and travelling, especially to Hawaii.
