PROFESSIONAL BACKGROUND

Robert began his career as a Financial Professional in 2014.  His passionate approach to working with clients helps them (and their businesses) meet financial goals. He provides personalized services that assess how accounts, policies and benefits complement one another within portfolios and educate his clients along the way.  His specialties are Protection & Retirement Planning including life, disability income & long-term care insurance, 401(k) plans and Simple IRAs for your business.

Robert graduated from the University of Phoenix with a Bachelor’s Degree in Business Management. Robert holds his FINRA Series 7 and 63 Registrations and is Life, Accident, and Health licensed.

He is a native of Arizona and enjoys time with his family, including his wife and two children.

CRN202406-367093