Greg Robb has 29 years in the financial industry. He credits cultivating active listening and human psychology skills to be present with his clients and understand their vision, values, goals, and objectives. With that knowledge, he uses his resources to craft the best possible path forward. He most enjoys working with people who know there is no silver bullet to financial planning and are interested in creating a thoughtful and purposeful approach yet are disciplined enough to stay the course.

Greg believes in creating investment solutions that meet each client’s needs yet are adaptable enough to respond to changes in their lives, estates, tax laws, and prevailing economic conditions. He knows everyone has different learning styles and creates customized learning opportunities for each client to enhance their discussions and align financial goals appropriately. He’s helped save some clients from certain difficulties. For others, he’s guided them to new opportunities they never imagined.

Greg Robb has a B.S. in Finance from the University of Dayton. He lives in Kent, Ohio, with his wife, Beth, two daughters, Lily and Deanna, and three dogs, two bunnies, two lizards, and one cat. He enjoys singing and listening to music, camping, and his girls’ activities.