Robert L. Koscik, MBA
Founder and Managing Partner
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