Robert L. Kaercher, CIMA
Rob works closely with SHWM clients to understand their investment goals,
personal financial objectives and risk tolerances. He also serves as one of
our consultants on retirement plans for businesses.
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.