Rob James has worked in the Financial Service industry for over 15 years, joining Strategic Financial Group in 2011. Rob's expertise lies in two areas - with the needs of Small Business Owners, and with the needs of Individuals. Rob draws upon his financial planning experience in order to ask thought-provoking questions designed to fully identify a client's goals and objectives. He enjoys helping clients implement a plan that allows them to accomplish their financial goals whether the client is a person, a family, or a small business.
Rob currently serves as a Board Member of the National Association of Insurance and Financial Advisors (NAIFA). He is a graduate of Purdue University, and resides in St. Charles, Illinois, with his wife Jodi, their two children, and their Golden Retriever. When he is not supporting his children either as Coach or Fan of their many sports activities, Rob enjoys playing golf, fly-fishing, and snow skiing.
Registered Representative, The O.N. Equity Sales Company . Member FINRA/SIPC, One Financial Way, Cincinnati, Oh 45242 513-794-6794.