Alumnus of the Month

Rob Holmes

Rob Holmes

CLU®, ChFC®

December 2014

Rob Holmes entered the life insurance business in 1970 as a career agent with The Penn Mutual Life Insurance Company following two years with Proctor & Gamble. On January 1, 1978, The Holmes Group was formed to expand the products and services to people of means and to family owned businesses. Estate Strategies, Inc. (ESI) was established in 1995 and continues to be our firm’s brand to this day.

Rob holds his Life, Health and Accident Insurance License and Series 7, 63 & 65 Securities Licenses. Rob received his Chartered Life Underwriter (CLU) designation in 1972 and his Chartered Financial Consultant (ChFC) and Advanced Estate Planner (AEP) in and in 1997 and 1998 respectively.

Rob is a member of Penn Mutual’s Golden Eagle Hall of Fame and the 1847 Founders Hall as a result of his consistent top conference qualifications. He was honored in 2010 as the company’s Financial Professional of the Year.

Rob and his wife Penny are both graduates and loyal alums of Penn State University. They have three sons: Rob, Buck-current Managing Partner, and Ted. In their free-time, you can find Rob and Penny enjoying time in Annapolis, MD or State College, PA.

For his commitment to education and the financial services industry, we are proud to recognize Robert C. Holmes III, CLU®, ChFC®, as the December 2014 Alumnus of the Month.