Rob Wells serves clients in both the Private Wealth and Everyday Steward® divisions of Ronald Blue Trust from the branch office in Holland, Michigan.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Rob supports Kevin Klok, Managing Director, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a financial plan tailored specifically to the client’s needs.
Prior to joining the company, Rob served several years as a Financial Advisor for Signator Investors, Inc., as well as AXA/Equitable Advisors, where he assisted clients in a variety of areas including life insurance, annuity, and investment sales.
Rob graduated from Evangel University with a Bachelor’s Degree in Business Administration focusing in Biblical Studies and Management. While in college, Rob played on the defensive line for the Evangel University Football Team and earned the honor of Outstanding Management Major in 2002.
As an active member of the community, Rob attends his local church and serves as a deacon, is part of the men’s ministry leadership, and teaches a financial stewardship class. He is also a member of the Wyoming-Kentwood Area Chamber of Commerce and Kingdom Advisors.
Outside of the office, Rob enjoys riding his motorcycle and spending time with his wife, Diane, and their four children.