Our mission is see our clients live their best life.
Through objective planning, management of insurance & investment assets we can help you achieve your life and financial goals.
Let's get to work
Meet The Team
As early as Rob can remember, he has always been in the relationship business. At 25, Rob was in charge of the day-to-day operations of a four bay auto shop. Through the client interaction Rob knew he would thrive in the people business. 30 years ago, Rob decided to join the financial services industry to help more people in an impactful way. Rob prides himself on developing strong relationships with clients.
Rob has a family of 5 and in his spare time he enjoys guitar, camping and golf.
Yadira joined Latitude Wealth Management as an independent advisor in 2020. She has over 3 years of experience working in the financial service industry. She is passionate about helping people to make educated decisions that best meet their needs and goals. She is bilingual (Spanish/English), has a family of four, enjoys traveling, music and volleyball.