Who we are

Who we are

Gayle S. Lob, CFP®
Gayle has been helping people manage the transitions in their lives since 1987. It’s a role she’s abundantly qualified to fill, having dealt personally with divorce and remarriage, the raising and education of children and step-children, career change and caring for elderly parents. This broad range of life experience gives Gayle a unique perspective and considerable empathy when helping clients plan for and adapt to change.

A former schoolteacher who has taught mathematics and foreign language in both Westchester County and France, Gayle finds that the lesson plans, students and classrooms may have changed, but teaching remains an integral part of her professional life.

“I can’t think of anything more satisfying than giving clients the tools they need to take control of their financial lives,” Gayle says. “We have many clients who have been with us for close to 30 years and to see the progress they’ve made is incredibly gratifying I never have to question the importance and value of what we do for people because I get to see it every day.”

A noted speaker, Gayle has appeared on CNBC, CNN, Fox 5 New York and News12 Westchester and has been featured in the Wall Street Journal and Gannett’s Westchester/Rockland Journal News. She is a director of the Westchester Estate Planning Council, a director of the Pace Women’s Justice Center, a past board member of the White Plains YWCA and a member of the Women President’s Organization.

Gayle and her husband reside in New Rochelle, NY and take great pride in their blended “Brady Bunch” family of his three and her two children and now 3 spouses.

Adam Rude, CFP®
What do you get when combine a CERTIFIED FINANCIAL PLANNER™ Professional, a patented inventor, a guitarist and songwriter and a self-described geek with social skills? You get Adam Rude, CFP®, that’s what.

Adam’s broad professional experience and creative problem solving abilities are outstanding resources for Lob Planning Group and have enabled the firm to implement advanced management techniques on behalf of its clients. In addition to his technical and technological responsibilities, Adam enjoys working with clients to develop and execute their financial plans.

“My role is all about helping clients get from point A to point B in their lives – even and especially when those points or places aren’t always clear,” he says. “I take the most satisfaction from cases where I can simplify a difficult situation or concept for a client and help them choose a course that they feel comfortable with and that addresses their goals.”

A graduate of New York University’s Stern School of Business, Adam resides in Briarcliff Manor, NY with his wife and children.