Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna Lewis. DISCLAIMER : All content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
I have a passion for helping others develop a path to financial success! I have seen in my life the power of having a financial plan while making slight changes of direction from time to time. I am excited to help you start, from whatever point that may be!
Rob has over 20 years experience in the financial services industry. Prior to joining Financial Design Studio, he spent nearly 20 years as an investment analyst serving large institutional clients, such as pension funds and endowments. He had also started his own financial planning firm which was eventually merged into FDS.
His years preparing tax returns and bookkeeping for corporations and individuals has allowed Steve to see the importance of planning firsthand. As an Enrolled Agent (EA), he enjoys the careful preparations that make for rewarding results.
Trevore is incredibly passionate about helping folks to visualize and explore what their ideal lives look like and following it up by helping them get there.