221 3rd Avenue SE Suite 215 Cedar Rapids, IA 52401

319.364.3041

Rob is a financial advisor in Savant’s Cedar Rapids, IA office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Rob is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Rob worked for World Trend Financial from 2008 until it joined with Savant in 2022. He serves on the board of directors for the Linn Mar School Foundation.

Rob earned a bachelor’s degree in business management from the University of Iowa. He and his wife Stefanie have two children, Matthew and Natalie, and live in Marion, IA. Rob enjoys staying active, whether it be a bike ride, a round of golf, or helping coach his children’s teams. He is a proud Hawkeye and Cubs fan, cheering them on through good times and bad.

Education &
Designations

University of Iowa
Bachelor’s in Business Management
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Linn Mar School Foundation – board member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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