During Robert’s 18 plus years of experience managing investments, he has have developed a passion for helping his clients succeed in surpassing their financial goals. He makes certain that his clients have a realistic vision of where they are financially, and where they want to be at retirement. He not only manages his clients' investment portfolios and retirement accounts, but often gets involved in client’s liquidity events such as business sales. Robert has a wonderful wife and four very special children. His youngest son is adopted and grew up in the country of Malawi in Africa. Both he and his wife feel strongly about giving back to the community.
Watch Robert's video below