625 Fairview Drive
I am passionate about my work because it’s tremendously fulfilling to help people make financial decisions that fit their life goals.
Clients are always surprised at the devotion I put in financial planning. In my experience, the real challenge lies in analyzing both the entire picture and all the working parts. By thoughtfully developing and delivering an honest and approachable plan, I’m confident that I help my clients clarify their unique paths to financial success.
I encourage young professionals to make their long-term objectives through considerate day-to-day decisions. I assisted couples who are transitioning into their retirement years. Along the way, I’ve helped others explore the ramifications of major decisions – a vocational change, a return to school, the purchase or improvement of a home.
After high school, I found a rewarding career in the Air National Guard. For 26 years of service(1992-2018), I witnessed military members’ inability to save money while doing multiples tours in countries like Iraq, Afghanistan, Qatar and etc. During these deployments, I also learned just how vulnerable some individuals and families were when dependent upon a military retirement alone. Realizing their need for financial stability drove me to become a financial advisor. In 2005 I worked as a portfolio analyzer for a local advisor who with their support, I became licensed. My experiences lead me to formalize my life as a financial advisor with Avantax Investment Services℠, one of the leading and most respected financial companies in the US.
Avantax Investment Services℠, brokerage assets are protected by SIPC.
In 2010 I married my best friend Laurel and in 2014 we welcomed the birth of our son. Because of these life experiences I have a better understanding of how financial goals will change and how I will better assist you with those needs. At Defining Your Wealth Financial Group, I believe that “WEALTH” has more value than money; it’s the wealth of kindness, family, knowledge and friendships that make our lives important.
I had the great honored to serve our country and now I will be honored to serve you with your financial success!
Kind Regards, Rob
Combine Integrity, humanity, and spirit, and you have Rob Webster, AWMA®. He has led an impressive career as a Financial Advisor and Portfolio Manager in his 15 years working in the Financial industry.
Client Experienced Cordinator
Ellie is an Experienced Client Coordinator for the Defining Your Wealth Financial Group team. With almost ten years in the industry, Ellie distinguishes herself by connection with the clients, with passion, and caring.
CHO (Chief Happiness Officer)
Ray, brings joy to the employees and clients of Webster Wealth Management. Being Part of the organization since birth. He has had preformed from the first day. He is going to benefit from college saving plan someday.