About Rob
NMLS# 730376
Lake Oswego, OR
Rob is an experienced Relationship Manager supporting clients across the Pacific Northwest.
He has spent more than two decades getting to truly know his clients and building solid relationships so he can give the best financial guidance for whatever their goals and needs may be.
Rob delivers personalized solutions including custom credit, investment management, life insurance, trust and estate planning and brokerage services. This includes coordinating knowledgeable specialist within the Columbia Wealth Management and Umpqua Bank teams.
He is an Accredited Wealth Management Advisor and holds a CFP certification.