Matt Ross, Ross Financial
Ron Dickinson, Dickinson Investments
Michael Lutz, Legacy Financial
I’ve worked with advisors and other financial professionals affiliated with firms including TD Ameritrade, UBS, Scott & Stringfellow, Sentinel Investments, Davenport, Aurum Wealth, Northwestern, Kestra, Lincoln Financial Advisors, Edward Jones, Stifel, Morgan Stanley, Merrill Lynch, BMO Nesbitt Burns, Baird, Hilliard Lyons, DA Davidson, John Hancock, MFS, Commonwealth Financial Network, Securities America, LPL, Cetera, Wells Fargo, Raymond James, Schwab Advisor Network as well as dozens of independent RIAs and hybrid practices.
- TD Ameritrade
- UBS
- Scott & Stringfellow
- Sentinel Investments
- Davenport
- Aurum Wealth
- Northwestern
- Kestra
- Lincoln Financial Advisors
- Edward Jones
- Stifel
- Morgan Stanley
- Wells Fargo
- Merrill Lynch
- BMO Nestit Burns
- Baird
- Hilliard Lyons
- DA Davidson
- John Hancock
- MFS
- Commonwealth Financial Network
- Securities America
- LPL
- Raymond James
- Schwab Advisor Network
- Cetera
“I treat Rob as my chairman of the board...me as the CEO and lead advisor of an RIA. It’s good to have a seasoned veteran to constantly challenge my thinking and the ideas that I’m exploring. We’ve had a ton of success together.
Rob is very, very knowledgeable about the industry. And I have a little joke with Rob lately, it goes like this, “You’re right again.” I’ll argue with him as I think something through and he’ll gently come back and say, do this, do this. Keeping our business on track. Rob is a big part of our success.
Rob understands what you are doing”
“Rob was a producer and a manager. He understands what you are doing...he’s going to challenge what you’re doing if it’s wrong. He’s going to make you aware of what you need to do to achieve your goals. Thanks to Rob, I feel that I am in much more control of my business. If you want to grow your business in an efficient manner relatively quickly, he is who I would hire.
So the last really nine months we’ve gone from about a ninety-five million dollars to about a two hundred million dollar company. He understands the day to day…unique vision with where the whole thing is going industry-wise
My income went up to $100,000 overnight from one project we did together…and that’s permanent.
You tell him what you want to be...he’ll be able to tell you what works and what doesn’t work… Cut out the trial and error. We have now doubled our business since working with Rob."
Video Reviews
Matt Ross, Ross Financial
Michael Lutz, Legacy Financial
Ron Dickinson, Dickinson Investments
