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Rob's Recent Articles
Inherited an IRA? Here’s How to Manage the 10-Year Rule and Reduce Taxes
If you’ve inherited an IRA in recent years, you should be aware that the SECURE Act, passed in 2019, changed how many beneficiaries need to …
Read MoreExpanded HSA Eligibility in 2026 Could Benefit Millions of Americans
Health Savings Accounts (HSAs) are a smart way to handle medical costs. And thanks to new rules in the One Big Beautiful Bill (OBBB), many A …
Read MoreThese Proposed Social Security Updates Aim To Protect Identity Theft Victims and Simplify Retirement Claiming Ages
The House of Representatives recently passed three bills aimed at improving Social Security services, particularly for retirees and identity …
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Fax: 317-392-4790
Rob is married to Joanna and they have three children, Lauren, Nick, and Zack. He grew up in a small town and graduated from Waldron High School. He enjoys spending time with family, boating, sports and church activities.
Rob is a member of the American Institute of Certified Public Accountants and the Indiana Association of Certified Public Accountants. Rob is a member and treasurer of the Blue Ridge Christian Union Church, treasurer for Marietta Volunteer Fire Department and is treasurer for the Blue River Community Foundation. Rob has been involved with many youth sports programs within the community.
Rob's Recent Articles
Inherited an IRA? Here’s How to Manage the 10-Year Rule and Reduce Taxes
If you’ve inherited an IRA in recent years, you should be aware that the SECURE Act, passed in 2019, changed how many beneficiaries need to …
Read MoreExpanded HSA Eligibility in 2026 Could Benefit Millions of Americans
Health Savings Accounts (HSAs) are a smart way to handle medical costs. And thanks to new rules in the One Big Beautiful Bill (OBBB), many A …
Read MoreThese Proposed Social Security Updates Aim To Protect Identity Theft Victims and Simplify Retirement Claiming Ages
The House of Representatives recently passed three bills aimed at improving Social Security services, particularly for retirees and identity …
Read More
