We are a veteran-owned, fiduciary firm wholly committed to serving our clients through a personal approach. Our goal is to understand your passions, your values, the people you love, and ultimately, where you want to go in your life. We are here to serve as your dedicated partner, thoughtfully developing a plan and being here to help you stay on track as your life evolves. Together, let’s transform your finances into a source of stability, confidence and, ultimately, joy as you embrace your life’s next steps.
CEO and Financial Advisor, Outlook Financial Center, LLC and Wellness Investment Advisers LLC
Financial Advisor, Outlook Financial Center, LLC and Wellness Investment Advisers LLC
Operations and Marketing Manager, Outlook Financial Center, LLC and Wellness Investment Advisers LLC
Rob leads Outlook Financial Center in case design, investment management, and daily operations. He has worked in financial services since 1985 and is licensed to offer investment advice and insurance products.
As a registered tax preparer with the IRS, Rob participates in the Annual Filing Season Program and is certified as a National Social Security Advisor. He graduated from the U.S. Naval Academy with a Bachelor of Science in Electrical Engineering, earned an MBA from the University of New Haven, and holds a Financial Planning certificate from Kaplan University.
Rob’s professional memberships include the International Association of Registered Financial Consultants, Million Dollar Round Table – Court of the Table, and Ed Slott’s Master Elite IRA Advisor GroupSM. He has contributed to Barron’s, Forbes, MarketWatch, and WDTN Dayton. He is a 2017 Alumnus of Leadership Troy Ohio and is passionate about supporting kids sports programs, 4H, and FFA.
Lori is the lead investment advisor in the Troy office. She is licensed to offer investment advice and insurance products. She began working in the financial services field over 20 years ago.
After taking time off from the industry, Lori returned and has been working as a financial advisor with Outlook Financial Center since 2015. Lori has written for multiple publications such as Forbes, Fortune, Yahoo Finance, U.S. News, and WDTN Dayton. Lori is also certified as a National Social Security Advisor and as a Registered Financial Consultant with the International Association of Registered Financial Consultants.
Lori stays active in her community while balancing her family and work life. She is an Ambassador for the Troy Area Chamber of Commerce and a 2024 Alumnus of Leadership Troy Ohio, as well as a past President of the Kiwanis Club of Troy.
Jenna is a 2020 graduate from Troy High School. Throughout high school and college, she worked part time at Outlook Financial Center as an Administrative Assistant. After graduating from Bowling Green State University with a Bachelor of Science in Business Administration, she returned with the new role of Marketing Manager. Jenna is a member of the Troy Area Chamber of Commerce and a Notary Public.
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