Business Transition Planning
Rob is a Senior Wealth Advisor and a Principal at The Colony Group. He provides a broad range of comprehensive wealth management services to clients, with expertise in the areas of cross-border tax and insurance considerations, investments, and private equity. Through his work with busy professional athletes in the NHL, NFL, and NBA, Rob has developed a deep and thorough understanding of the unique financial issues and challenges that athletes face. He has extensive experience working with athletes transitioning into retirement and helps his clients in developing wealth preservation strategies, including budgeting, cash flow analysis, and philanthropic planning. Rob ensures that all of his clients’ financial matters are taken care of so that they can focus on their families and careers with peace of mind that they will have adequate wealth to meet their needs in retirement.
Prior to joining The Colony Group, Robert served as a Financial Advisor at Jones Barclay Boston. Previously, he was a Tax Manager at Ernst & Young, LLP.
Robert is a licensed attorney in the state of Colorado and has an LLM in taxation from the University of Denver’s Graduate Tax Program. He received his B.A. from the College of the Holy Cross and J.D. from the University of Denver’s College of Law. Robert is a member of the Colorado Bar and Arapahoe County Bar Associations. He is currently a candidate for the CFP® (Certified Financial Planner) certification. In his spare time, Robert enjoys mountain biking and skiing with his wife and two daughters.