Meet Rob
Rob is a Sr. Financial Planner based in Portland, Oregon. He joined Mercer Advisors through the acquisition of Thompson Advisory Services where he was an Associate Financial Planner helping advisors prep for client meetings, analyze financial data, and keep plans running smoothly. Rob earned a B.A. degree in political science from Buffalo State University.
His working style
Rob takes his time and works thoroughly to make sure nothing is overlooked. He is not afraid to ask questions or try different approaches until getting things right for the client.
Rob in real life
Favorite thing about where you live?
Portland, Oregon is a great place for road cycling, excellent coffee, and bakeries worth detouring for. A mid-ride caffeine and pastry stop is usually part of the plan.
What’s one thing you are surprisingly good at?
I’m oddly good at gift-giving, keeping time on the drums, and naming the band within the first few seconds of a song.
Why do you like working at Mercer Advisors?
I enjoy the support and clear messaging at Mercer Advisors, and I’m a big fan of the raspberry branding — it makes everything more fun.
Meet Rob’s Teammates
Troy Thompson
Sr. Wealth Advisor
What Rob Says
Troy is an amazing mentor who seems to know everything. Since working with him I have learned so much, especially about taxes, and it has made me a stronger and more confident planner overall.
Allison Lathrop
Manager, Client Service
What Rob Says
Allison is very thorough and hardworking. I enjoy asking for her advice and working through problems together because she always brings thoughtful perspectives that help us serve our clients better.
Stephen Engle
Sr. Wealth Advisor
What Rob Says
Steve is incredibly smart and a great advisor to bounce ideas off of. He is always prepared with detailed answers drawn from his extensive experience, which makes even the toughest questions feel manageable.
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