I’ve spent most of my career in the financial services world—first as a top-producing advisor, then in senior leadership roles helping others grow their businesses. These days, I coach high performing financial advisors and business leaders who want to scale their impact without losing sight of what matters most.
Whether I’m working one-on-one, leading a mastermind, or hosting The Purpose-Focused Advisor podcast, my mission is simple: to help you build a business and life that reflects your purpose, serves others well, and honors your deepest calling.
I’ve written three books—Truest Fan: Live, Love, and Lead with Purpose and Impact, The Truest Fan Blueprint (coming in August 2025), and Delivering the Ultimate Client Experience—each one rooted in the belief that when you lead from your faith and stay focused on your purpose, extraordinary things happen.
Outside of work, I’m a devoted husband, father of triplet daughters, and a lifelong Cleveland baseball fan.
If you’d like to explore a way to work together, here are a few great places to start:
Working with Rob isn’t just about business—it’s about building something meaningful. I’ve had coaches before, but Rob’s approach is different. He helps you see the bigger picture and make decisions that align with your values, not just your bottom line.”
Grow Your Advisory Business
For Advisors Who Want to Grow AUM, Show Up Where It Matters Most, and Serve with Purpose
For Advisors Who Want to Grow AUM, Show Up Where It Matters Most, and Serve with Purpose