Rob is insurance licensed in NY, NJ, LA, OR, TN,CT, MA, FL, SC,VA, CA, PA
Born and raised in the Hudson Valley, I’ve been lucky to experience life on both sides of the river—something that gave me a deep appreciation for the region’s natural beauty, tight-knit communities, and the people who make it special. With family roots here going back to the Civil War, this place isn’t just where I live—it’s part of who I am.
Today, I’m proud to raise my own family in the same region, balancing personal life with a career built on reliability, professionalism, and meaningful relationships. I work with individuals, families, and business owners to build financial strategies that truly fit their lives—from helping to protect your income and looking forward to retirement to helping businesses grow with confidence.
Whether you’re launching a business or trying to take it to the next level, grinding 60 hours a week in a kitchen, touring full-time with your band, or simply starting to think about your future legacy, I believe financial strategies should feel like a conversation—not a sales pitch.
My goal is simple: help you build something that lasts. No pressure—just options.
Outside of work, I enjoy sporting clays, fly fishing, and great conversations with friends. And if we talk, I’ll probably ask for your top five favorite bands—so be ready.
