Rob Bickford

How do I help our clients Live a Richer Life®?
As Senior Director of Finance, I help clients Live a Richer Life by ensuring our financial planning and resource allocation empower advisors to focus on what matters most—building meaningful relationships with clients. By managing budgets thoughtfully and creating operational clarity, I support a healthier, more agile business that delivers on its promises and values.

How do I align my time and money with my values and passions to Live a Richer Life®?
I strive to align my time and money with experiences that bring me joy and fulfillment. My family is my foundation, so I prioritize time with them—whether it’s traveling abroad or a weekend trip to the zoo. Playing guitar and listening to music help me recharge, while serving as treasurer for a local nonprofit allows me to give back in a meaningful way.