Rob is a senior financial planner for Commerce Trust Company. He is a member of the financial advisory services team — a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Rob develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. With more than 20 years of experience, he specializes in building relationships with clients and providing comprehensive financial planning services to business owners and individual investors to help them achieve their goals. He received his Bachelor of Administration degree in business finance from Loyola University in Maryland and his Master of Business Administration degree from the University of Delaware. Rob holds the CERTIFIED FINANCIAL PLANNER™ designation. Additionally, he is an Eagle Scout. Rob enjoys spending time in the mountains or at the beach with his wife and two daughters.
For investors of all ages, saving for retirement is one of the most important, and sometimes problematic, components of their financial plans. But it may have just become a bit easier with the enactment of the SECURE 2.0 Act of 2022 (Secure 2.0) — a law that builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in December 2019.
Ask any investor — new or seasoned. It’s difficult to resist the impulse to time the market during...
Saving for college shouldn’t cause you to stress out about your retirement. But if you’re in the...
For the most part, decisions about retirement are not made overnight. Whether you like it or not,...
Do you have a major expense coming up in the near future? If you don’t have the cash on hand to...