Financial Advisor, MS, CFP®
rob@srpretirement.com
A devoted family man, Rob has been married to his wife, Traci for 33 years. They have two adult children, Hannah and Ben who are establishing careers of their own. Hannah is a teacher in Billings and Ben is an outdoor enthusiast, leading white-water rafting, and teaching skiing from his home in Fort Collins, CO. Rob is engaged in a few community groups that he feels strongly about, including numerous church activities volunteering with Yellowstone County CASA. Although business occasionally takes him outside of Montana, Rob and Traci enjoy living in Billings.
As a member of the Ed Slott Elite Advisors Group, Rob is keeping his skills current. The Elite Advisor Group is an national association of 2000 advisors, who received ongoing education about complex issues related to retirement income planning, taxes, and estate planning. In addition, Rob is a Dave Ramsey SmartVestor Pro*. In this capacity he strives to have the “heart of a teacher” and educate families to take steps to reach their financial goals.
Rob graduated from Sonoma State University in 1994 and earned an MS in personal financial planning in March 2019. He is a CERTIFIED FINANCIAL PLANNER® Professional.
Rob’s extended family members are longtime Montanans and the Big Sky called him back home in 2003. Rob has an interest in genealogy and enjoys doing family research. He can trace his roots through his Hudson (paternal grandmother) lineage to 1530 in Yorkshire, England.
*SmartVestor is an advertising program for investment professionals. Advisors pay a fee to belong to SmartVestor. Commonwealth Financial Network is not affiliated with and does not endorse Dave Ramsey and SmartVestor.
