For over 20 years my passion has been working with the next generation of physicians throughout the country to provide financial advice and services from "Residency through Retirement." Over the years, I have developed trusting and long-lasting relationships that mature with every physician’s unique career path. I have had the privilege of being a recognized and frequent speaker at residency programs  from California to New York which keeps me current on all of the challenges facing physicians.

Financial Plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a thorough initial meeting to assess your goals and needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is then implemented, and risk management analysis is performed. After the preliminary planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and your personal situation.

One of the things I am most proud of is my volunteer work coaching Special Olympics skiing and golf as well as volunteering in elementary classrooms. I have always believed that if we are fortunate enough to have insight and opportunities, then we are in a great position to give back.

I am a native Californian and happily married with two young children. I value fitness and a healthy lifestyle, particularly enjoying mountain biking, pickleball, soccer, marathons, and mountaineering.

Rob's Credentials Include:

• BA, University of Colorado
• Professional Designation in Personal Financial Planning, UCLA
• Certified Financial Planner (CFP®)
• Certified Divorce Financial Analyst (CDFA®)

Jolene Garat has supported the client experience at Artisan Capital Partners, (formerly known as NWF Advisory) since Jun 2013.  Prior to joining Artisan, she worked as a paralegal for 14 years.  During her tenure with Artisan Capital Jolene continued her education to earn the Registered Paraplanner certification. 

Jolene provides support Rob and his clients by onboarding clients and establishing accounts. She also provides ongoing services such as transfers, required minimum distributions, information updates and various financial reports. 

*Not registered with Osaic Wealth, Inc. 

I began my academic journey at Collin College, initially unsure of my career path, and pursued studies in General Business Administration. After completing my first two years, I transferred to the University of North Texas, where I sought a profession that would be both personally fulfilling and impactful for others. It was during this time that I discovered Financial Planning, a field that aligns with my passion for helping individuals make informed financial decisions. I chose this career path not only to deepen my understanding of the financial industry but also to guide others toward financial security and success.

I have a passion for working on cars and enjoy the hands-on challenge of installing upgrades and performance modifications. On weekends, I often spend my time fishing, unwinding by the water. There’s a particular cove near my hometown that I love visiting, where I can relax and enjoy the day.

*not registered with Osaic Wealth, Inc

Jax and Lucy provide comic relief during stressful days