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Rob has been a Financial Advisor with First Investments & Planning since 2012. He specializes in providing financial solutions to high net worth individuals, families, privately-held business owners and other professionals. More broadly, Rob helps clients build a simplified and successful financial life using an integrated, team approach to deliver solutions customized to meet the clients’ unique needs.
Rob has been in the financial services industry since 2007 and earned his MBA with a concentration in Finance from the University of Colorado and his Bachelor’s degree in International Studies & Russian Language from York College of Pennsylvania.
He holds his Series 7 & 66 securities registrations along with State Life and Variable Insurance licenses.
Rob enjoys spending valuable time with his wife Kathryn, two boys, Charlie and Brooks and black lab Absorka a.k.a “Aby”. During the winters he and his family can be found with the Eldora Mountain Ski & Snowboard Club (EMSC) developing great ski racers and champions for life! During the school year he is busy supporting the Dawson Mustangs and his boys’ swim team. He loves all sports, including golf, but golf does not love him.
Rob believes Boulder is a wonderful community and is a member of the First Congregational Church in Boulder. He is also an active supporter of the Humane Society of Boulder Valley and Take A Breather Foundation.
3033 Iris Avenue
Boulder, CO 80301
Helping my clients reach their financial goals is what motivates me day in and day out.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE