About Rob
For more than 30 years, Rob's passion has been helping advisors generate successful outcomes for clients through highly personalized relationships and comprehensive capabilities across the spectrum of clients' financial lives.
Rob leads the firm's wealth experience and service integration areas, which guide advisory teams into the firm's unified platform and infrastructure until fully integrated. His teams aim to ensure consistency across the wealth management value proposition, operating model, systems, processes, and reporting. He joined Focus Partners Wealth in mid- 2024 as Chief Experience Officer, when Buckingham Strategic Wealth and Buckingham Strategic Partners merged into Focus Partners Wealth.
Rob was a Board Member for Buckingham's businesses, with roles including Chief Operating Officer, Chief Experience Officer, and Chief Solutions Officer. Rob also served as Partner, Wealth Advisor, and Chief Operating Officer for Hufford Advisors until helping his firm merge into Buckingham in 2014. Prior to joining Hufford Advisors, Rob spent nearly 17 years at Charles Schwab & Co. and Schwab Bank, where he held various client advisory and corporate leadership roles. His entry into financial services was in late 1994 when he became a licensed registered representative and insurance agent.
Rob and his family reside in Hilton Head Island, South Carolina, which allows for maintaining an active lifestyle and many opportunities to voluntarily help others.
Education and Professional Milestones
-Indiana University - bachelor’s degree
-College for Financial Planning – Master of Science in personal financial planning
For more than 30 years, Rob's passion has been helping advisors generate successful outcomes for clients through highly personalized relationships and comprehensive capabilities across the spectrum of clients' financial lives.
Rob leads the firm's wealth experience and service integration areas, which guide advisory teams into the firm's unified platform and infrastructure until fully integrated. His teams aim to ensure consistency across the wealth management value proposition, operating model, systems, processes, and reporting. He joined Focus Partners Wealth in mid- 2024 as Chief Experience Officer, when Buckingham Strategic Wealth and Buckingham Strategic Partners merged into Focus Partners Wealth.
Rob was a Board Member for Buckingham's businesses, with roles including Chief Operating Officer, Chief Experience Officer, and Chief Solutions Officer. Rob also served as Partner, Wealth Advisor, and Chief Operating Officer for Hufford Advisors until helping his firm merge into Buckingham in 2014. Prior to joining Hufford Advisors, Rob spent nearly 17 years at Charles Schwab & Co. and Schwab Bank, where he held various client advisory and corporate leadership roles. His entry into financial services was in late 1994 when he became a licensed registered representative and insurance agent.
Rob and his family reside in Hilton Head Island, South Carolina, which allows for maintaining an active lifestyle and many opportunities to voluntarily help others.
Education and Professional Milestones
-Indiana University - bachelor’s degree
-College for Financial Planning – Master of Science in personal financial planning