Comprehensive, goal-based financial planning is a core tenant of Rob Vail’s approach. He has over 15 years of experience helping Clients pursue their goals with numerous Financial Institutions throughout the Northeast. He prides himself on establishing long-term relationships with credit union members that enable him to guide them through the ups and downs of their financial journeys.
Rob is a proud Mainer, who lives with his wife, Katie in South Portland. He attained his Bachelor’s degree from Colby College while competing for four years as an NCAA athlete. Additionally, he attained his Master’s in Business from the W.P. Carey School of Business including a term studying at The Otto Beisheim School of Management in Vallendar, Germany. He is an avid Philadelphia sports fan who enjoys reading about History, playing basketball, and hiking with his wife and rescue dog, Mellie.