Robert L. Kaercher, CIMA

Rob holds the Certified Investment Management Analyst (CIMA) designation. He received his BS in Forest Resource Management from West Virginia University, and his Masters of Business Administration, with an emphasis in Finance, from Pennsylvania State University.

Rob has more than three decades of experience in the financial services industry and is a Member of the Investment Management Consultant Association. He works closely with business owners and professionals to understand their personal financial objectives and help build a plan to reach their goals.  Many of Rob’s client relationships have extended to the next generation. Rob is particularly adept at providing technical information and concepts in a simpler, practical way for our clients.

Rob lives with his wife and two Great Pyrenees in Alpharetta.   Away from work he enjoys spending time with his two sons, traveling, reading and trying to conquer the Big Green Egg.  Rob likes to give back to his community through various volunteer opportunities including  Habitat for Humanity and Family Promise with his church.

Related Resources

The energy industry and some of the trends we are seeing in sustainable or renewable energy sources has been a
An In-Depth Look at the Markets through year end Cut to the Chase: After a year like 2020, in which
Summary As we highlighted in our Market Recap, most broadly diversified portfolios of stocks and bonds likely experienced positive but
In this quarter’s video version of On the Horizon, we explore issues and events we think may impact markets in
Cheryl had just changed clothes after a long day commemorating her sister Lucy’s life. There was a funeral and a