About Rob
Rob has had a passion for helping clients and advisors generate successful financial outcomes through a life-planning approach throughout his career.
Rob serves as Chief Solutions Officer and a member of the Board of Directors for Buckingham Wealth Partners, continuously striving to improve advisors’ ability to design, build and protect clients’ financial lives. He joined the firm in 2014 as a Wealth Advisor and Advisory Team Director, then as Chief Experience Officer and Chief Operating Officer.
Prior to Buckingham, Rob was a Partner, Wealth Advisor, and Chief Operating Officer for Hufford Advisors until helping his firm sell to Buckingham. Rob led a team of specialized advisors serving dentists and other members of the medical community. He was a frequent presenter at national continuing education conferences and author of numerous financial education columns in national publications.
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.
Rob, who holds the CERTIFIED FINANCIAL PLANNER™ professional designation, earned his Bachelor of Arts degree from Indiana University and his Master of Science degree in personal financial planning from the College for Financial Planning.
He is a member of the Financial Planning Association (FPA) and a lifetime member of the Indiana University Alumni Association. He has volunteered as chairman of the finance council and parish council for his church, served on multiple finance committees for schools, as an advisory board member for the Missouri State University Customer Experience Program and delivered numerous pro bono financial planning sessions. Rob, his wife, Renee, and their three children are active in their community. After living in the Indianapolis area for many years, his family’s primary residence is in St. Louis.
Rob has had a passion for helping clients and advisors generate successful financial outcomes through a life-planning approach throughout his career.
Rob serves as Chief Solutions Officer and a member of the Board of Directors for Buckingham Wealth Partners, continuously striving to improve advisors’ ability to design, build and protect clients’ financial lives. He joined the firm in 2014 as a Wealth Advisor and Advisory Team Director, then as Chief Experience Officer and Chief Operating Officer.
Prior to Buckingham, Rob was a Partner, Wealth Advisor, and Chief Operating Officer for Hufford Advisors until helping his firm sell to Buckingham. Rob led a team of specialized advisors serving dentists and other members of the medical community. He was a frequent presenter at national continuing education conferences and author of numerous financial education columns in national publications.
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.
Rob, who holds the CERTIFIED FINANCIAL PLANNER™ professional designation, earned his Bachelor of Arts degree from Indiana University and his Master of Science degree in personal financial planning from the College for Financial Planning.
He is a member of the Financial Planning Association (FPA) and a lifetime member of the Indiana University Alumni Association. He has volunteered as chairman of the finance council and parish council for his church, served on multiple finance committees for schools, as an advisory board member for the Missouri State University Customer Experience Program and delivered numerous pro bono financial planning sessions. Rob, his wife, Renee, and their three children are active in their community. After living in the Indianapolis area for many years, his family’s primary residence is in St. Louis.