Business Development
Robert Lax
"Empowering financial excellence is not just a role; it's a commitment."
Rob’s consulting process is guided by the belief that one’s financial landscape is more than just individual components like a 401(k), a mortgage, insurance policies, or businesses. Rather, it’s a personal economy where every element plays a crucial role. He addresses the myriad obligations, opportunities, and threats in his clients’ lives by recognizing both internal and external forces at play, seen and unseen, controllable and uncontrollable. Rob understands that personal economies are dynamic and ever-changing, making the work he does with his clients a continual work in progress.
Robert Lax grew up in Warwick, NY. He graduated from Wesley College with his bachelor’s degree. Rob is married to his beautiful wife, Kristen, and together, they have 3 children, Landon, Colton, and Emma.
Rob is an avid sports fan and loves to spend his spare time golfing with friends and family. He can’t wait to get his boys out on the course with him!
Financial Representative of Guardian.
Robert Lax grew up in Warwick, NY. He graduated from Wesley College with his bachelor’s degree. Rob is married to his beautiful wife, Kristen, and together, they have 3 children, Landon, Colton, and Emma.
Rob is an avid sports fan and loves to spend his spare time golfing with friends and family. He can’t wait to get his boys out on the course with him!
"EMPOWERING FINANCIAL EXCELLENCE IS NOT JUST A ROLE; IT'S A COMMITMENT."
Rob’s consulting process is guided by the belief that one’s financial landscape is more than just individual components like a 401(k), a mortgage, insurance policies, or businesses. Rather, it’s a personal economy where every element plays a crucial role. He addresses the myriad obligations, opportunities, and threats in his clients’ lives by recognizing both internal and external forces at play, seen and unseen, controllable and uncontrollable. Rob understands that personal economies are dynamic and ever-changing, making the work he does with his clients a continual work in progress.
"Empowering financial excellence is not just a role; it's a commitment."
Rob’s consulting process is guided by the belief that one’s financial landscape is more than just individual components like a 401(k), a mortgage, insurance policies, or businesses. Rather, it’s a personal economy where every element plays a crucial role. He addresses the myriad obligations, opportunities, and threats in his clients’ lives by recognizing both internal and external forces at play, seen and unseen, controllable and uncontrollable. Rob understands that personal economies are dynamic and ever-changing, making the work he does with his clients a continual work in progress.