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Rob McPheters

Director of Risk Management Research & Operations

With nearly four decades of experience in the insurance and financial services industry, Rob has traversed various facets of the field, reaching his present position as Director of Operations of Risk Management for Wealth Sync Partners.

Commencing his career as an agent, Rob delivered essential life insurance, disability income protection, and annuity solutions for individuals, families, and business owners. Progressing through his professional journey, he transitioned to the corporate office of Ohio National Financial Services, initially serving as a sales desk specialist before assuming a leadership role in the field development team. Responsible for training programs and home office seminars for independent financial professionals and agencies across the United States, Rob later served as Regional Vice President for the Central Region, covering Ohio, Kentucky, and Indiana agencies. He concluded his career in 2022 as Vice President of Field Training and Development at Ohio National Financial Services.

In his current capacity as Director of Operations and Risk Management, Rob oversees the firm’s operations and assesses risks for both the company and its clients. His extensive experience and knowledge in the industry enable him to provide invaluable perspective to Wealth Sync clients’ financial plans, ensuring adequate protection against unforeseen risks.

Beyond the professional realm, Rob, an avid car enthusiast with a passion for BMW, Porsche, and muscle cars, spends his free time with his wife. He enjoys listening to rock and bluegrass music and unwinding at the pool. Rob and his family, along with their furry friends Mike and Eddie, indulge in traveling in their motorhome, exploring destinations like beaches, mountains, music festivals, car shows, diners, and other exciting spots around the country. Rob also finds enjoyment in tailgating at Michigan football games and watching Kentucky basketball.

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

The single most important thing, to me, is education. I truly believe that building an effective and expansive knowledge base is the quickest way to optimize your plan to efficiently achieve your goals. I’m also committed to customizing your plan to synchronize my services with your needs and bring your dreams for your ideal retirement to life.”

— Rob McPhetersDirector of Risk Management Research & Operations

Our Team is Your Guide to Your Pinnacle

Our founder, RJ Beucler, is a former math teacher, basketball player and basketball coach. That’s why he places the utmost importance on passing. From passing the test to passing the ball, it takes a team to accomplish a goal, and our discipline, tenacity, and persistence is our driving force toward optimizing your finances and finding the most efficient way for you to score. You also want to score as often as possible, and whether it’s in basketball or in your finances, you can’t score all of your points at once. It takes a consistent, focused approach to reach your pinnacle and succeed at the end of the day. Our team helps you streamline your plan and filter through the factors that can make it difficult to achieve your objectives, always looking for new ways to make your life easier. Meet our team below!

RJ Beucler, ChFC®

Owner, Founder and Lead Advisor

Raymond Gettins

Business Development/Chief Compliance Officer

Rob McPheters

Director of Risk Management Research & Operations

Nick Kelch

Associate Advisor & Operations Specialist

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