Rob, as the Founder, President and leader of our firm brings 30+ years of experience. Rob learned his craft while attaining an MBA from Xavier University, graduating in 1997 in Finance and during Executive stints at both Fidelity Investments and Charles Schwab. Rob was a Corporate Director with Fidelity and a Vice President with Charles Schwab. Rob attained his Investment Series Licenses 6, 7, 8, 9, 10, 63, 65, mortgage, and Insurance licenses over his career.

Rob started up DLAK in 2005, and our footprint in the community has enjoyed rapid growth. The firm has built a clientele base of over 375 families, and Corporate Clients of which Rob not only is responsible for overseeing the management of all assets, but he also services 85 of our clients.

Rob resides in Springboro Oh with his wife Erinn, and they have 2 Daughters Danielle(23), and Katie(9), and son Corey(28). Rob’s greatest passions are his Family and DLAK. He also enjoys working out, and playing some golf when not doing spending time on the first 2.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America© (Guardian), New York, NY. CA Ins. License ID #4106239

Brett joined our DLAK team in May 2022 as Vice President of Private Wealth Management.

Brett received his degree in Electrical Engineering from the University of Dayton in 1988. Since that time, Brett's career has spanned 30+ years in the financial services industry with Fortune 500 companies Fidelity Investments as well as Western and Southern.

Over this time, Brett obtained his Series 6,7,8,26,63 and 66 FINRA registrations as well as the Certified Financial Planner designation and an Ohio life insurance license. Brett's long track record and extensive experience positions himself to collaborate with the leadership team in supporting our clients with their most complex financial needs.

Brett resides in Milford, Ohio with his wife Theresa and daughter Natalie; he also has 2 adult sons.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

As Vice President & Chief Operating Officer (COO), Jenny has had the pleasure of working closely with many of our clients and their families since joining DLAK in 2018. What started as a role of Office Manager for both our West Chester and Dayton offices, quickly blossomed into her current role with DLAK. She plays a vital role in our firm, in tandem with your DLAK Financial Advisor, to be a supporting force for our clients. She takes great pleasure in helping people and the best part of her day is connecting with our clients!

Before joining DLAK, Jenny accumulated over 25 years of management experience in property services and management and brought with her a strong background in client relationships. Jenny is a graduate of the University of Cincinnati Lindner College of Business with degrees in Management and Marketing.

Jenny resides in Loveland with her husband Jeff and her three sons.. When she’s not at work, you’ll find Jenny attending her boys soccer games, hiking and trying to wear her dog out!

Matt, a partner of the firm, has been with DLAK for the past 7 years. Matt is a graduate of the University of Cincinnati Lindner College of Business with degrees in Finance and Accounting. He has also completed his graduate work at the University of Cincinnati achieving a Master of Science specializing in Financial Investments. Matt also holds the series 7 and 66 FINRA designations as well as his Life and Health Insurance Licenses in various states.

Matt brings extensive experience in Investment Management and Financial Planning and has a passion for helping our Clients establish and achieve their financial goals.

Outside of work Matt enjoys sports and spending time with his family. He resides in Springboro with his wife, Morgan, and their two children.

Registered Respresentative and Financial Advisor of Park Avenue Securities and Financial Representative of Gaurdian. CA Insurance License #4192790.

Jason, a partner of the firm, has more than 20 years of experience. He is a graduate of Wilmington College and the Stonier Graduate School of Banking. In addition to many years working as a Financial Advisor, Jason spent over a decade in Executive leadership positions at Banks and Wealth Management firms. In 2017, he was recognized by Bank Investment Consultant as a top 25 Program Manager for his work leading the Financial Advisors of Ohio's largest community bank. Most recently, Jason served as the Executive Vice President, Director of Business Development at a Registered Investment Advisory Firm in Cincinnati. In his career, Jason has been responsible for every aspect of the Wealth Management business including Investment Management and Financial Planning. He is excited to put that experience to work for the current and future clients of DLAK Wealth Advisors. Outside of work, Jason enjoys sports, the outdoors and spending time with his family. He lives in Clarksville with his wife Carrie and their 5 children. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

Anthony joined DLAK in May 2023 as a Junior Investment Specialist.

Anthony is a graduate of the University of Missouri – Kansas City Bloch School of Business with an emphasis in Finance.

He has worked in the financial industry for the past two years and has a great passion for Finance and Economics. He wants to use his passion and growing knowledge to help improve the lives of others.

His hobbies include hiking with his wife, reading historical books, rock climbing, watching movies and playing video games.

Anthony currently resides in Cincinnati, Ohio with his wife, Delilah, and their 2 cats, Toothless and Cranberry.