As an Edward Jones financial advisor, I put you, the client first. I want to know what is important to you before you invest your money. After identifying your goals, I use an established process to create a strategy specific to you as an individual. My objective is to help you focus on building a tailored strategy for retirement, to protect your family from the unexpected and to create a strategy for your estate. Finally, I partner with you throughout your lifetime to help you stay on track and to help you make adjustments when necessary.
I am passionate about helping clients and am vested in growing meaningful partnerships, a testament to receiving the Edward Jones TNT-client development award in 2018.
I grew up in Dayton and graduated from Wright State University. I am active in the Greene Optimist Club and served as president of the club in 2018 and 2019. I am also an active trustee in the Beavercreek Wetlands Association. In my free time, I enjoy traveling, golfing, fishing and spending time with my family. My wife, Maryann, is a teacher in the Kettering School District. We have three daughters: Emily, Isabella and Julia.
My branch office administrator, Nicole Goldberg, joined Edward Jones in 2017. She has over 20 years of experience in the banking industry and is dedicated to delivering an ideal client experience.
If you have questions or would like assistance with planning for or living in retirement, please contact me. I would be happy to partner with you.
Office Address3979 D Indian Ripple Rd
Beavercreek, OH 45440
Phone NumberRob Fortman II at (937) 427-4790
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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