Financial Advisor
.Business Planning
Tax Efficient Planning
Retirement Planning
Business Owners
I’m proud to work with Thrivent, where the focus is on helping people make the most of what they’ve been given. Every client’s situation is unique, and the goal is to build a lasting relationship that supports their financial goals through every stage of life. Whether it’s preparing for retirement, managing investments, or protecting loved ones from life’s unexpected events like long-term care needs, disability, or loss, the focus is always on providing clear, personalized guidance and peace of mind.
For business owners, I offer specialized support as a Certified Exit Planning Advisor (CEPA) designation – helping navigate business transitions and plan for what comes next with confidence and clarity. At Thrivent, money isn’t the end goal – it’s a tool. A tool to help create a life filled with purpose, generosity, and gratitude. The aim is to help individuals and families use what they have wisely so they can live the life they envision.
Outside of work, I enjoy spending time with my wife, Jessica, and our two boys, Brooks and Bodhi. A lot of our best moments are pretty simple - grilling out together, being outside, and making the most of time as a family. When I get the chance, you’ll find me on the golf course, working out or playing basketball, all of which are great ways to unwind and stay active. I also enjoy staying involved in my kids’ activities and being part of their experiences as they grow. And no matter the season, we’re always cheering on the Ohio State Buckeyes.
Ready to get started? Here are a few ways to connect:
- Email: rob.brown@thrivent.com
- Call or Text: 937-500-0047
- Book an Appointment
I look forward to connecting and helping you move forward with confidence.
- Bachelors of Accounting, Illinois College
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4413833)
- Colorado
- Connecticut
- Florida
- Illinois
- Indiana
- Iowa
- Kentucky
- Massachusetts
- Michigan
- Missouri
- North Carolina
- Ohio
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Utah
- Virginia
Insights
Office location
Tipp City Location
115 West Main Street
Tipp City, OH 45371
Phone937-667-8270HoursTipp City, OH 45371
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations