Rob McKay, FIC
Rob’s journey in financial services reflects his commitment to helping clients steward their wealth with clarity, discipline, and purpose. His work focuses on investment management and retirement planning for individuals preparing for life’s next chapter, with an emphasis on aligning financial strategy with Catholic values.
Through Trinity Financial Group and Nautical Star Financial Group, Rob provides thoughtful, long-term investment guidance designed to preserve and grow the assets his clients have worked hard to build. His approach emphasizes disciplined portfolio management, careful risk management, and personalized planning based on each client’s goals and stage of life.
Rob believes sound financial planning requires both technical expertise and a deep understanding of what matters most to each client. He takes a comprehensive approach to investment and retirement planning, ensuring every strategy reflects a client’s priorities, values, and long-term objectives.
Rob is committed to providing informed, values-based guidance and serving as a steady partner in his clients’ long-term financial decisions.
Helping clients steward their wealth with clarity, discipline, and purpose.
Outside the Office
Beyond his professional work, Rob is deeply committed to his faith, family, and community. His involvement in parish life and Catholic organizations reflects the same values of stewardship, service, and integrity that guide his approach to financial planning.
In his personal life, Rob enjoys spending time with his wife and three young children, traveling together as a family, and visiting England to stay connected to his roots. He also values staying active through sport and spending time outdoors, which reinforces his appreciation for discipline, balance, and tradition.
Rob’s desire to serve others extends beyond his work in financial services. He believes strong families and strong communities are built through intentional living, meaningful relationships, and a commitment to helping others with purpose and care.
Contact Rob
You can reach Rob by calling 859-838-4123 or emailing him here.