Rob joined Novem Group as a Wealth Adviser in January of 2016, and provides retirement and benefit plan education and enrollment services for corporate clients, as well as wealth management and financial planning services for individual clients.
A veteran of the Investment, Retirement and Benefit Plan Service fields for more than a decade, Rob graduated with a B.A. in Economics from the University of Notre Dame, and holds Series 7 and 66 securities licenses as well as his New York State Life, Accident and Health Insurance License. Rob is also a certified broker for the New York State of Health individual and small business marketplaces.
Rob and his wife Allison reside in Avon, NY with their four children.
(585) 348-9556 | email@example.com
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