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Rob Wells

Rob Wells, CFP®, CKA®, CWS®

Senior Financial Planner
Holland, MI

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Rob Wells serves clients in both the Private Wealth and Everyday Steward® divisions of Ronald Blue Trust from the 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 BBA 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.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."