Rob is a partner of the Stonebridge Group, a recognized wealth management team within RBC Wealth Management. He and the team work with high-net-worth and ultra-high-net entrepreneurs and closely-held family businesses, corporate clients and their senior executives. They help meet a range of complex client needs including trust services, family governance, alternative to traditional family offices and philanthropic endeavors. They assist in the creation, implementation, and monitoring of investment plans, working in conjunction with client’s legal and tax advisors to develop wealth preservation strategies.
Rob began his career as a financial advisor in 1998. A graduate of St. Mary’s University with a Bachelor of Arts degree in international relations with a concentration in business and economics, he served in the United States Army Reserve as an intelligence officer. On active duty, Rob served two tours in Korea with support groups of the National Security Agency (NSA).
He is married and has two girls, Alyssa and Emily. Rob enjoys cooking, traveling and when possible, scuba diving. His family is involved in the American Japanese Dallas Society. Alyssa and Emily attend Plano public schools.