Rob serves clients in our Naples, FL office. With more than 20 years of personal financial planning experience, Rob knows that successful financial planning involves a distinct process, not a one-time event. He has applied his vision and expertise to help Coyle Financial's Planning Process, which involves the discovery and clarification of goals to formulate a detailed wealth management plan that is unique to each client. Prior to co-founding Wheaton Wealth Partners, Rob developed the financial planning arm for LVM Capital Management, Ltd. In the mid-90s he worked in Carmel, Ind., for Renaissance, Inc., the country’s leader in charitable planning strategies and administration.
Rob grew up in Wisconsin. He graduated from Wheaton College in Wheaton, Il, in 1989 with a Bachelor of Arts degree in communication. He obtained the Certified Financial Planner™ certification in 1994. He and his wife Jeannine have two sons and reside full time in Naples, FL. Rob enjoys family activities, Green Bay Packer football, NASCAR and competing in triathlons.
Rob and his family are very active in their church and community.