Founder
Rob began his career in financial services over a decade ago. As a lead CERTIFIED FINANCIAL PLANNER™ at Carolina Financial Group in Charlotte, NC, he became a valued resource for advanced retirement planning strategies. Driven by a desire to do more for his clients, Rob founded RB Wealth.
After growing up in Maryland, Rob moved to North Carolina where he attended Queens University of Charlotte. He double majored in both Business and Communications from and was a 4 year member of Division II Men’s Lacrosse Team. In the Charlotte community, Rob volunteers as the Treasurer for Charlotte is Creative, a non-profit that supports arts and culture initiatives for new local businesses and underserved communities.
Outside of helping clients with their financial plan, Rob enjoys cooking, skiing, and spending time on the lake with his family and friends.