Rob Cottrell

Summary

Robert S. Cottrell, MBA, Executive Vice President of Marketing. A graduate of the J.L. Kellogg School at Northwestern University, Rob brings a sharp, pragmatic focus to resolving complex financial and estate planning issues. He has over 20 years of business and problem solving experience as an executive and consultant for both large established corporations and venture-backed start-ups. Recognizing that change is a constant in today’s world, Rob works hard to develop solutions that provide both stable, predictable outcomes while maintaining flexibility to meet life’s changing circumstances. Specialties: Advanced Planning to Manage, Protect and Distribute Wealth. Specialties include: Asset Protection, Business Succession and Estate planning, Risk Management (Life, Disability, and Long Term Care), retirement planning, and tax minimization strategies.