Robert has over 28 years of financial services experience and truly understands the importance of a client-centric approach. He seeks to understand your goals and objectives, ensuring that the process becomes personalized and meaningful. Robert has experience in many different areas within the financial services industry, including insurance, financial advising, business development and sales management. His goal is to create a personalized experience by providing consultive advice, complete financial solutions and excellent service.
People do not care how much you know, until they know how much you care. I will always put the client’s interest and family first and be a resource to their success.
What do you want clients to know about your department?
We seek to provide an exceptional client experience built and focused on the specific needs of our clients.
“In the end, it’s not the years in your life that count, it’s the life in your years” - Abraham Lincoln