Rob is the President of TM Advisors, a regional wealth management firm specializing in tax, financial advisory, and alternative investments. With nearly two decades of experience as a CPA, attorney, and investment advisor, Rob brings a unique combination of expertise to lead TM Advisors in delivering exceptional financial solutions for clients.

As a Certified Valuation Analyst (CVA) and Certified in Financial Forensics (CFF), Rob’s skill set enables him to address complex financial challenges with precision. His leadership has established TM Advisors as a trusted partner for individuals and businesses seeking innovative and strategic approaches to wealth management.

Rob earned his Juris Doctor degree from Michigan State University College of Law and holds a Bachelor of Arts in Accounting and Economics from Alma College, where he also excelled as an All-Conference basketball player. These experiences shaped his commitment to teamwork, strategic thinking, and results-oriented leadership.

In addition to his role at TM Advisors, Rob is a partner at Taylor & Morgan CPAs, where he leads the firm’s M&A group. He is also the Managing Partner of Taylor Capital, a real estate investment fund headquartered in Charlotte, NC. These roles further reflect his dedication to delivering comprehensive financial solutions and driving successful outcomes for clients and investors.