Professional Experience
Rob brings a unique blend of investment expertise, real-world experience, and a deep commitment to helping clients make confident financial decisions. He began his career in 2015 at INVEST Financial, where he quickly developed a passion for both the markets and the relationships behind great financial advice. That passion led him to First Trust Portfolios, where Rob became one of the youngest Vice Presidents in the firm's history. There, he specialized in ETFs and alternative investments - working closely with more than 250 financial advisor teams nationwide to deliver portfolio strategies, risk management solutions and market insights.
In 2022, Rob took the next step in his journey by joining his father's advisory practice at Baird, blending his investment knowledge with the lifelong commitment to family and service. As part of the Jacobsen O'Brien Group, Rob focuses on helping individuals and families navigate complex financial lives with clarity, care and purpose.
Education
Rob earned his degree from the University of Wisconsin-Madison, where he majored in Personal Finance - one of the nation's few programs registered with the CERTIFIED FINANCIAL PLANNER® Board of Standards. His studies focused on comprehensive financial planning, investments and behavioral finance. During his time at UW-Madison, Rob was also a proud member and leader within the Men's Golf Program, an experience that shaped his discipline, resilience, and team-first mindset.
Rob is a CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® - reflecting his advanced knowledge in serving high-net-worth families and his dedication to acting in his clients' best interests. Rob was recently recognized by SHOOK Research as a 2025 FORBES Top Next-Gen Wealth Advisors Best-In-State. This recognition is part of a nationally coordinated ranking of top advisors under the age of 40, selected through a rigorous process by FORBES & SHOOK Research. Making this a meaningful acknowledgement of Rob's dedication to serving clients with care & consistency. Rob is also licensed in life & health insurance, which allows him to incorporate protection planning as part of a truly comprehensive financial strategy.
Personal Information
Rob and his wife Kharissa are enjoying life with their 2 1/2-year-old son Robbie & newborn daughter Eleanor, focusing on what matters most - family, joyful moments and making lasting memories together. Outside of work, Rob prioritizes staying active and present - not just as a financial advisor, but as a husband, father and friend. He & Kharissa enjoy spending time outdoors, whether it's playing a round of golf or spending the day on the water. Rob is grateful for the opportunity to do work he loves while building a life centered around the people who matter most.
2025 FORBES | SHOOK Research Top Next-Gen Wealth Advisors Best-In-State published 8/6/25. Rankings based on data as of 3/31/25.