Experts who’ve delivered $100M+.
Three seasoned professionals with deep expertise in tax strategy, real estate finance and operational excellence — united by a single mission: maximizing your wealth.
Rob is a Tax & Financial Advisor and co-owner of Innovate Real Estate, delivering advanced tax strategies and wealth management to growth-focused businesses. A 3-time INC 500 recipient, he has become one of the most respected voices in the cost segregation industry. His expertise spans cost segregation, 179D energy deductions, 263A UNICAP exemptions, Tangible Property Regulations, accounting method changes and R&D credits, partnering with leaders in industrial, medical, manufacturing and commercial real estate. Rob attended Spring Hill College, where he developed the strategic, values-driven approach that defines his work today.
- Cost Segregation
- 179D Energy Deductions
- 263A UNICAP
- Tangible Property Regs
- Method Changes
- R&D Tax Credits
- Wealth Management
- Industrial & Medical Real Estate
As co-founder of Innovate Real Estate, Lauren helps commercial real estate owners and service-industry leaders turn tax strategy into a wealth-building tool. Her journey began in mortgage lending, where she watched entrepreneurs build successful businesses yet struggle to keep their income at tax time. After earning her degree in Finance and Economics from the University of South Alabama, she found the solution hiding in plain sight — the IRS tax code itself. Through strategic depreciation planning, cost segregation and advanced methodologies like 263A UNICAP and Tangible Property Regulations, she has helped clients save millions they had no idea were available.
- Depreciation Planning
- Cost Segregation
- 263A UNICAP Exemptions
- Tangible Property Regs
- Commercial Real Estate
- Service Industry
- Wealth Building
- Tax Code Compliance
Emily is the Chief Operating Officer at Innovate Real Estate, leading operations, client experience and strategic growth. Known for her direct communication, precision and commitment to delivering a luxury-level experience, she ensures every engagement runs with exceptional attention to detail. A graduate of Coastal Carolina University, Emily works closely with business owners and executive teams to simplify complex processes and align operations with client needs. Her philosophy is that the quality of an engagement is measured not just by the results, but by the experience of getting there.
- Operations Management
- Client Experience
- Strategic Growth
- Process Optimization
- Executive Communication
- Project Management
- Team Leadership
- Business Development