Rob Burger joins Lenox Advisors after spending twelve years as a Managing Director of Wealth Advisory Group where he specialized in comprehensive estate, insurance and financial planning. Rob is a 1991 graduate of the University of Vermont where he earned a bachelor�s degree while playing Division I tennis all four years. Rob is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients Rob specializes in comprehensive estate, insurance, asset allocation and wealth management strategies. With his corporate clients he specializes in structuring strategic employee benefits as well as executive carve-out programs for key employees and senior management. Rob is proud to be Director of the Cesar Fund (501(c)(3) charitable organization), an active member of the Sigma Phi Society, on the membership committee for the Society of Financial Services Professionals (SFSP), a Member of the National Association of Insurance and Financial Advisors (NAIFA) and Member of the USTA. Rob is certified in Long Term Care (CLTC) and FINRA series 6 and 63 registered. |