Robert is passionate about creating better financial outcomes.
With a modern-day investment landscape that is complex and rapidly evolving Robert seeks to simplify your financial life so you can focus on the rest of life’s complexities.
As a CERTIFIED FINANCIAL PLANNER® professional Robert's scope of advice goes well beyond your investment portfolio. He strives to have a deep understanding of your unique goals and recommends solutions and strategies that align with those goals.
Robert prides himself on providing the highest quality level of service and understanding the importance of risk management.
Robert is a graduate of the University of Georgia and lives in the Peachtree Park neighborhood of Atlanta with his wife, Olivia, and their two dogs, Ace and Winston.
Securities Agent: NY, MA, NJ, PA, IN, IA, OH, MO, WA, NC, KS, IL, NE, AL, NM, TX, MS, SC, NV, OR, VA, LA, DE, AZ, DC, MD, GA, TN, OK, CO, ID, MI, CA, AR, FL, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 2289612