Rob entered the financial planning arena in 1979 as an advisor with the Stewart Agency and Penn Mutual. His practice and reputation has continually expanded. He has maintained client relationships that were established over 35 years ago. Referrals from those clients has fueled his growth.

In addition to serving his clients, Rob has served on the board of CCSA of Philadelphia, volunteered with Philabundance, as well as volunteer coached for a local swim team.