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, with over a decade of experience in Wealth Management, he has developed the knowledge and perspective to guide clients to manage their wealth and pursue their financial goals.
Robert holds FINRA licenses Series 7 and Series 66 with LPL Financial. Robert holds his CPFA designation and acts as investment fiduciary on many employer sponsored retirement plans for small businesses. Robert takes pride in treating his clients like family and looks after their investments like they are his own. Robert is well-versed in the industry but spends the majority of his time working with pre-retirees to build sound retirement income plans. Robert is in the prime of his career and his partnership with Chicago Private Wealth Group and LPL Financial provides him with all the resources needed to make positive impacts on his client’s financial lives.
Outside of his career, 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.