As a Managing Partner and Senior Wealth Advisor for Tungsten, Rob finds true joy in helping clients build, manage, protect and transition their wealth. With more than 18 years in the industry, Rob's unique combination of knowledge and experience helps guide clients toward achieving their financial goals.
Raised in a family where both parents were Certified Public Accountants, Rob learned at an early age how to budget, save and use his gifts wisely. Rob has always enjoyed both the analytical and relational side of financial planning, and helping clients achieve a higher level of financial well-being.
Rob is a graduate of the Walton School of Business at the University of Arkansas where he earned his Degree in Finance. After College he continued his pursuit to learn more by obtaining the CERTIFIED FINANCIAL PLANNER™ Designation awarded by the Certified Financial Planner Board of Standards. The prestigious CFP® is one of the most difficult designations in the financial services industry to obtain. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise, must accrue thousands of hours of experience and pass final examinations in each of the core planning areas before earning their certification. In addition, Rob also holds the Certified Wealth Strategist® designation which is awarded by the Cannon Financial Institute.
Rob, his wife Laney, and their two children live in Springdale, Arkansas. He and his family love the Northwest Arkansas area and are involved in several community and charitable organizations. Rob enjoys time with his family, golf, traveling and rooting on his Arkansas Razorback athletic teams. On a free weekend you might find Rob and the family on a camping trip, or around town supporting their kids’ activities and events.
Why Choose a CFP® Professional
You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
For more information visit http://www.letsmakeaplan.org/
What's in a name?
Our name comes from the filament in the light bulb, the one Thomas Edison chose to use after testing more than a thousand other metals.
Tungsten is tough, it’s resilient but most importantly used because of it’s unique ability of turning energy into light.
We feel it’s a great metaphor for what we do.
Provide a lighted path to help guide clients toward achieving their financial goals.