In his role as tax and wealth relationship planning manager, Rob assists in the tax compliance, planning, and consulting for high-net-worth individuals and family groups. In addition, he collaborates with clients’ attorneys, accountants, and investment advisors to develop wealth and estate planning strategies.  

Prior to WRTC, Rob was a director in the tax department of Corrigan Krause CPAs in Westlake, OH.  During his time at Corrigan Krause, he specialized in estate, gift, and trust taxation and tax planning for closely held business owners and executives.  He also brings over ten years of experience in partnership and S-Corporation taxation. 

Personal Note 

Rob and his wife Megan live in Fairview Park, with their son. He enjoys time outdoors, woodworking, and traveling. 

Education 

• Cleveland State University (Bachelor of Business Administration, Accountancy, 2010) 

• Cleveland State University (Master of Business Administration, 2014) 

• University of Akron (Master of Taxation, 2022) 

Certifications 

• Certified Public Accountant (Ohio, 2013) 

Professional Organizations 

• American Institute of Certified Public Accountants