4576 Research Forest Drive
The Woodlands, TX 77381
Rob is Senior Vice President of Amegy Investments, Inc., and is a Senior Retirement Plan Specialist for Retirement Plan Services and Manager of Executive Benefit Strategies. He joined Amegy Investments, Inc., in January 2004. Primarily responsible for sales and marketing of corporate retirement plans, Rob’s expertise includes Executive Deferred Compensation, Defined Contribution, Defined Benefit, Target Benefit, ESOP Plans, Trust Services and Flexible Employee Benefit Plans.
Rob began his retirement plan career in 1988 at The Hand Group of Companies, Houston, where he was Vice President of Marketing. In 1997, Rob joined Pan American Retirement & Investment Services, Dallas, as Regional Sales Manager where he was responsible for marketing, sales and communication of qualified retirement plans through intermediaries in Texas and Northern Louisiana. In 1999, he was promoted to National Sales Director and moved to New Orleans, where he was responsible for support, training and management of 14 nationwide offices. In 2001, he was promoted to Vice President of U. S. Pension Sales where he was responsible for 18 regional offices. Rob coordinated company operations, strategy implementation and execution. He managed 20 sales reps, 14 service reps and eight home office employees over a nine state area: CA, TX, LA, IL, NC, GA, FL, WV, PA and Washington DC.
An economics graduate of Texas A&M University, Rob holds the following licenses and designations: General Securities Representative (S7), Securities Agent (S63), Investment Adviser Representative (S65), Texas Group 1 Insurance Agent (Life, Health and Accident), and Accredited Investment Fiduciary.
Rob is also the President of Amegy Insurance Agency, Inc.