Professional Experience
Rob brings a unique combination of investment expertise and real-world advisory experience, helping individuals and families make confident decisions about their financial future. He began his career in 2015 at INVEST Financial, where he developed a passion for both the markets and the relationships that form the foundation of great financial advice.
That passion led him to First Trust Portfolios, where he specialized in ETFs and alternative investments. In that role, he worked closely with more than 250 financial advisor teams nationwide, providing portfolio strategies, risk management solutions, and market insights.
In 2022, Rob joined his father's advisory practice at Baird, bringing years of investment industry experience and a passion for client relationships into a wealth management practice built on trust, personalized advice, and long-term planning. As part of the Jacobsen Group, Rob focuses on helping successful families navigate the opportunities and complexities that come with significant wealth, providing thoughtful guidance across every stage of life.
Education
Rob earned his degree from the University of Wisconsin-Madison, where he majored in Personal Finance—one of the nation's few programs registered with the CERTIFIED FINANCIAL PLANNER® Board of Standards. His studies focused on comprehensive financial planning, investments, and behavioral finance. During his time at UW-Madison, Rob was a member and leader within the Men's Golf Program, where he developed the discipline, resilience, and teamwork that continue to guide his approach to serving clients.
Rob is a CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® professional. He was recently recognized by SHOOK Research as a 2025 FORBES Top Next-Gen Wealth Advisors Best-In-State. This recognition is part of a nationally coordinated ranking of advisors under the age of 40, selected through a rigorous process conducted by FORBES and SHOOK Research. The recognition reflects Rob's commitment to serving clients with professionalism, consistency, and care. Rob is also licensed in life and health insurance, allowing him to incorporate protection planning as part of a comprehensive financial strategy.
Personal Information
Rob and his wife, Kharissa, enjoy spending time with their two children, Robbie and Eleanor, and their French Bulldog, Arnie. As a husband and father, Rob understands that financial planning is about more than numbers—it's about helping families make confident decisions, pursue their goals, and provide for the people who matter most.
Outside of work, Rob enjoys spending time with family and friends, golfing, and being on the water whenever possible. He is grateful for the opportunity to build lasting relationships with clients and help them navigate important financial decisions with clarity, confidence, and purpose.
2025 FORBES | SHOOK Research Top Next-Gen Wealth Advisors Best-In-State published 8/6/25. Rankings based on data as of 3/31/25.