Robert takes a highly personal approach to help successful individuals, business owners, and multi-generational families create a personalized financial strategy that will guide their investment approach and help them to implement and maintain those strategies to achieve their goals and aspirations.
He has over a decade of experience in the financial services industry and holds FINRA Series 7 and 66 licenses and the Texas life & health insurance license. He has attained the CIMA designation from The University of Chicago Booth School of Business and holds the AIF designation. As a Certified Investment Management Analyst (CIMA), Robert is qualified to manage investments for institutional clients. The Accredited Investment Fiduciary (AIF) designation demonstrates that Robert has an expertise in working with retirement plans.
Robert earned his bachelor’s degree in Business Management and Marketing from Texas Tech University. Originally from Waco, TX, he now resides in Aledo, TX. Away from work, he enjoys attending sporting events, spending time with his family, and is an active member of the Holy Family Catholic Church in Ft. Worth.