Robert graduated from the University of Washington with a bachelor’s degree in Interdisciplinary Arts & Sciences. With a passion to help people achieve their financial goals, Robert has spent the last 13 years as a financial advisor, working toward achieving that end.
With a specialty in financial planning for educators, Robert has directed his efforts in ensuring some of our most important public servants have the resources they need to be financially successful.
Taking a holistic approach with his clientele, Robert works collaboratively with them to understand their needs and concerns and provides tailored solutions designed specifically to meet those needs.
Growing up in a military family and traveling extensively, he spent the majority of his childhood living in San Francisco and Boston. Currently residing in Tampa, Florida, Robert enjoys spending time with his wife and two boys as well as coaching baseball and whenever possible, ruining a perfectly good afternoon by being on the golf course. He will also instill a lifelong devotion to the Boston Red Sox into anyone willing.
Robert has his FINRA Series 7 and 66 licenses as well as his Life/Health & Variable Annuity license.