Broker Check
Rob  Mcpheters

Rob Mcpheters

Director of Operations Risk Management

With 34 years of experience in the Insurance and Financial Services industry, I have worked across multiple areas of the field, culminating in my current role as Director of Operations of Risk Management.

Starting my career as an agent, I provided essential Life Insurance, Disability Income Protection, and Annuity solutions for individuals, families, and business owners. Over the years, my career path led me to the corporate office of Ohio National Financial Services, where I worked as a sales desk specialist before moving on to lead the Field Development team. I was responsible for training programs and home office seminars for independent Financial Professionals and Agencies across the United States. As Regional Vice President for the Central Region, I covered Ohio, Kentucky, and Indiana Agencies, eventually retiring in 2022 as Vice President of Field Training and Development at Ohio National Financial Services.

In my current role as Director of Operations of Risk Management, I am responsible for overseeing the direction and operations of risk management in our firm. My extensive experience and knowledge in the field allow me to provide invaluable perspective to our clients' financial plans, ensuring that they are adequately protected against unforeseen risks.

Outside of work, I am an avid car enthusiast with a passion for BMW, Porsche, and muscle cars. In my free time, I enjoy spending time with my wife, listening to Rock N Roll and Bluegrass music, and relaxing at our pool. We love traveling in our motorhome with our furry friends, Mike and Eddie, and exploring various destinations around the country, such as beaches, mountains, music festivals, car shows, diners, and other cool spots. I also enjoy tailgating at Michigan Football games and watching Kentucky Basketball.

Rob does not offer securities through Silver Oak Securities, Inc.