We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Rob Henrich, CFA, CFP®
1970 Pontiac LeMans
In the early 1990s, I attended the Harry Wendelstedt Umpire School in Ormand Beach, FL. I managed to graduate but was not selected to begin my career in the minor leagues. This outcome no doubt saved me from hundreds of bumpy bus rides over the next several years.
About Rob
- Objective: Rob's goal is to offer his clients personalized and superior wealth management solutions that help them achieve their goals and feel confident about their futures by applying best in class research, technology, and the highest standard of care in the industry.
- Snapshot: As a Chartered Financial Analyst, Rob has more than 25 years of experience advising individuals, families, businesses, and charities on their financial needs. Rob has a strong desire to focus on educating clients and to provide customized solutions for financial planning and wealth management.
Experience
- Wealth Management Advisor, Fifth Third Bank, Dayton, OH
Education
- University of North Carolina, Chapel Hill, MBA
Affiliations & Boards
- Chartered Financial Analyst
- Certified Financial Planner™ practitioner (CFP®)
