“We’re here to accommodate our clients and are always looking for ways to make their lives easier.”
– Rob Lackey, MSFP
Rob graduated from the University of Memphis with a BBA in Finance, received his Master's degree from the University of Alabama with a concentration in Financial Planning, and has his CFP® certification. He has over 10 years of experience in the financial services industry. Rob assists clients with a variety of investment and insurance services (developing long and short-term financial plans and strategies, insurance and investment reviews, new accounts, IRA and 401(k) rollovers, beneficiary audits and updates) to assure all client needs are met. Rob holds his Tennessee Life and Health license. People who work with Rob can quickly see his attention to detail and good communication skills.
Rob is an active runner/biker and enjoys spending time with family. He also enjoys reading and always strives to further educate himself, both for himself and to be able to better meet client needs.