Specialties
About Me
Rob is a Senior Financial Planner and joined Adams Wealth Advisors in 2024.
He collaborates with advisors to help clients optimize their wealth and make sound financial decisions. His philosophy is about helping people thoughtfully use their wealth to live meaningfully, find joy, and make a difference. Rob has built his career in Utah where he’s worked as a financial advisor for JPMorgan and E*TRADE. Most recently, Rob was a Financial Planning Director at Morgan Stanley where he devised wealth strategies for ultra-high net worth clients and coached advisors on effective planning techniques. He currently teaches as an Adjunct Professor at The American College of Financial Services. Rob received a bachelor’s degree in Finance from Brigham Young University and a master’s degree in Personal Financial Planning from Texas Tech University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor® practitioner. Rob has a wife and son. They enjoy hiking and camping in Utah’s beautiful mountains and deserts. He also likes to ski, play chess and listen to audiobooks about ancient religions, history, and economics.
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Interests & Hobbies
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Credentials
CFP®, CPWA®
Chartered Designations
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Disclosures
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.