Robert is a financial advisor dedicated to helping individuals and families pursue their financial goals. With a personalized approach to financial planning, Robert provides tailored guidance on budgeting, investments, retirement planning, and wealth management. His commitment to understanding each client’s unique needs ensures that they are equipped with strategies tailored to their success.
Outside of his professional life, Robert values family above all else. He and his wife, Lauren, are proud parents to Charlotte and Harrison. Together, they enjoy the outdoors, traveling together, and spending time with their family and friends. They also love playing with their golden retriever, Stella.
Robert’s dedication to both his work and family reflects his belief in building strong foundations—whether for a detailed financial future or a fulfilling personal life.
How can I help you?
Retirement Planning
Estate Planning
401k & IRA Rollover Services
Trust Administration
Investment Management
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.