Robert has over 25 years of financial services experience and truly understands the importance of a client-centric approach to wealth management. Providing insight into our Wealth Management process, people, and philosophy is an important aspect of relationship building. Robert seeks to understand your goals and objectives, insuring that the process becomes personalized and meaningful. Through our team-driven approach and planning process, we put your goals and objectives at the center to provide an insightful strategy that’s customized to you and your family. We create these personalized strategies by providing conflict-free advice, proven investment principles, and cost-effective solutions.
Philosophy – based on Steven Covey
“Most people do not listen with the intent to understand; they listen with the intent to reply” I seek to understand, then to be understood.
“People won’t care how much you know, until they know how much you care.” Theodore Roosevelt
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.