Robert’s original plan after college was to join law enforcement. However, after landing a job as a Mortgage Loan Officer, he fell in love with the finance world and never looked back. He developed an interest in learning more about the stock market and trading, which he did as a hobby. Now, he helps clients manage their wealth and executes trades in their best interest.
Robert holds FINRA licenses Series 7 and Series 66 with LPL Financial. He’s working toward becoming a Certified Financial Planner. He monitors more than 600 client portfolios. Robert also administers many retirement plans for our small business clients.
Robert loves to spend time with his wife, Kristin, and his young son, Bennett. They’re often out and about at museums or by the pool. Robert is active in his church. He also enjoys getting on the golf course and playing softball.