With 20 years of financial industry experience, Rob has fully embraced the idea that there is no ‘one size fits all’ Financial Plan. Client needs and goals are as wide-ranging as the products designed to meet them. As Principal and founder of Taurum, Rob wanted to build a truly independent Investment Advisory firm that’s focus is putting client interests first.
Rob started his career with Fidelity Investments where he spent 13 years as an Account Executive helping Fidelity clients build and manage their Financial Plans. During Rob’s time at Fidelity, he was recognized at the highest level with the President Circle Award and based on the outstanding service he provided, was a member of the Fidelity Customer Hero Advisory Council.
In 2012, Rob left Fidelity and successfully founded Allay Financial Services a full service Financial Planning and Asset Management company, which he later merged into Taurum Retirement Partners in 2016. Rob studied Financial Planning at Kaplan Schweitzer University and completed the Chartered Financial Consultant designation from the American College of Financial Planning.
Rob currently resides in Mesa, Arizona. He is married to his best friend Stephanie, together they have 5 daughters and 1 son.
Jackson has been working with Taurum Retirement Partners since its inception. He is passionate about helping hard-working people capitalize and enjoy the fruits of their labors through a risk-managed, client-first approach to financial planning and investing. Jackson is a CERTIFIED FINANCIAL PLANNER™ and licensed Investment Advisor Representative. He graduated Summa Cum Laude with a Bachelor of Science degree in Economics with minors in Personal Financial Planning and Portuguese from Utah State University.
Jackson currently resides in Mesa, Arizona. He is married to his high school sweetheart, Aubrey. Together they have 2 sons.