Robb Rothrock
Financial Advisor
Robb was somehow born in North Dakota even though both his parents are native Oklahomans (Dad was in the oil business). Since 7th grade, he has called North Texas home. He is married to Janette (they met in college at UT Arlington) and they have two young adult children. Early in his career, he was in the IT industry, and after the tech crash in 2001 started another career in the insurance industry.
Since then, he has been a CFO and partner in a health insurance agency, and in 2011, transitioned from that role into one of directly helping clients secure life, health and Medicare coverage. It was during this time that he realized he could be an invaluable resource for his clients in helping them create and implement a retirement income plan. Robb has always had a passion for numbers and for the stock market, and in 2015 passed the Series 65 exam and became an Investment Advisor Representative.
With Robb, you will have a discovery conversation aimed at finding out exactly what you want out of your retirement and what you are most concerned about. Robb can identify your biggest risks, create and implement a retirement income plan that will maximize your resources, protect you from devastating market losses, minimize your taxes, address inflation, and anything else that you might need. Regardless of what stage of life you are in, Robb can utilize his experience, multiple resources and collaborative partnerships to help you build your ideal plan.