Meet The Team

Rob founded Balanced Wealth Management (BWM) in 2015, where he serves as principal/managing partner and integrates investment planning, financial planning, and technology with the psychology of motivating people to reach their life and financial goals. Prior to BWM, Rob was with Randall Financial Group, where he led the financial planning and investment practice and helped to orchestrate Randall’s purchase of King Tax Planning of Uxbridge, Massachusetts. Rob served as a bond accountant with State Street Bank and worked for Northwestern Mutual, where he received New Representative of the Year honors and achieved Million Dollar Round Table (MDRT) status.

A 1996 graduate of Providence College, with a degree in accountancy, Rob is a Certified Financial Planner™ (CFP^®).

Rob was featured on WNAC-64 Television’s (Fox affiliate) Money Pros program for four years as the financial planning pro. He also provided expert commentary on WPRO-AM 630 radio and WLNE-TV 6 (ABC affiliate), among other news outlets. Rob continues to be a resource for local media regarding investments and financial planning. He currently co-hosts Retire with Balance at 11:30 pm Sunday mornings on Fox Providence and 10am Sunday mornings on CBS. He is also actively involved in his local community and is a volunteer youth basketball coach.

Liu is the Director of Research at Balanced Wealth Management, with duties including analyzing investment options and performances, as well as asset allocation strategies.

As a Finance Professor at Providence College, Liu teaches undergraduate and graduate courses. Her research focuses on asset valuation, investments, corporate finance, and emerging markets.

Liu earned her doctorate in finance from Old Dominion University. She has published widely in top academic journals and speaks regularly at local and international conferences. She also serves on the boards of several local and international organizations, including CFA Society Providence, WaterFire Providence, and Coastline EAP.

Will is a financial advisor at Balanced Wealth Management, having joined the firm in January 2025. Before entering the wealth management industry, he worked in his family’s business and later built a career as a music producer and sound engineer. Will holds a bachelor’s degree in Anthropology from Trinity College and studied abroad at the University of the Western Cape near Cape Town, South Africa.

Outside the office, he enjoys golfing, snowboarding, surfing, music production, and spending time with his girlfriend, Lauren, and their dog, Griffin. He’s passionate about helping others create financial freedom through disciplined strategy—so they can enjoy life today while building a legacy for tomorrow.

Ted leads business development and community outreach at BWM. With over 30 years at Providence College, he held leadership roles in development, alumni relations, and career counseling. He also served in development positions for Rhode Island Hospital and LaSalle Academy. He began his professional career with the Rhode Island Department of Labor & Training.

Ted is a graduate of Providence College and a member of the Greater Providence Area (Mal Brown) Alumni Club.

Ted serves on the development committee for Big Brothers Big Sisters of Rhode Island and served on the development committee for the Diocese of Providence Vision of Hope Campaign, the development committee for the St. Peter School Board, and as a board member for Bishop Hendricken High School.

Susan serves as BWM’s Account Manager and is responsible for client relations, client records, accounts payable, and accounts receivable.

Prior to joining BWM, Susan spent some 25 years at Roger Williams Medical Center in Providence, RI working in the Finance/Research Administration Department as a grants accountant responsible for maintaining the accounting procedures and activities relating to grants, as well as the coordination of A133 audits.

Susan is also an accomplished artist, exhibiting her work at festivals throughout the New England area.

Sue Ann is the Practice Manager at Balanced Wealth Management, having joined the firm in July 2024. With over 30 years of experience in the financial banking sector and more than a decade in wealth management, she brings a wealth of expertise to her role.

Sue Ann holds three degrees: an Associate of Science in Business Management from Johnson & Wales University, a Bachelor of Science in Business Administration/Public Relations, and a Project Management Certification from Bryant University.

Outside of work, Sue Ann actively volunteers with Save One Soul Animal Rescue, where she fosters animals, and with the PanCan Group. She also treasures time with her granddaughter, Natalia Grace, who keeps her feeling young and energized.

Nicolette is BWM’s Marketing Assistant, supporting the firm’s digital presence through social media, website updates, email newsletters, and event promotion. She began as a summer intern in June 2025 and transitioned into a part-time role for this fall, contributing to brand consistency and supporting the firm’s overall marketing efforts.

Originally from New Jersey, Nicolette moved to Rhode Island to pursue her MBA while playing Division I soccer at the University of Rhode Island. She holds a bachelor’s degree in Finance and Marketing from Idaho State University, where she also played soccer and gained experience through Marketing and Finance internships with the Athletics Department and Alumni Association.

Kristin Oakley is the on-air host for the Retire With Balance television show, where she helps to bring clarity to complex retirement topics in a relatable, down-to-earth way. With a background in financial services and media, Kristin plays an essential role in guiding viewers through key financial concepts, empowering them to make informed decisions as they plan for retirement.

Kristin’s approachable style and genuine curiosity help bridge the gap between financial expertise and everyday understanding. Whether she’s introducing timely topics, highlighting real-life scenarios, or facilitating conversations with Rob, her goal is always the same: to educate, engage, and inspire confidence in those preparing for life’s next chapter.

Connor Hess serves as the business and marketing consultant to Balanced Wealth Management, playing a key role in the strategic growth and day-to-day operations of the practice. His work focuses on identifying marketing opportunities, refining the firm’s processes, and helping structure the office for greater efficiency and a stronger client experience.

Connor also brings valuable insight on the insurance side of the business, consistently introducing new product offerings that align with the evolving needs of retirees and pre-retirees. With a sharp eye for both strategy and execution, Connor ensures the team stays aligned, competitive, and focused on delivering the highest level of service to every client.