Leading with Purpose
Robert's Grandparents and their growing family.
Honoring my family’s history inspires my passion for helping clients build confident futures for generations to come.
My grandfathers embodied values that are at the heart of my practice: experience, planning, and discipline. Vincent, the son of a produce entrepreneur, witnessed firsthand how the absence of succession planning can limit a family's legacy. Alexander, a hod carrier, stretched every hard-earned dollar to secure a better life for his wife and five daughters. Their stories inspire my commitment to guiding clients toward independent, well-planned futures.
An investment in knowledge always pays the best interest — and that is as true for me as it is for my clients.
Continuous learning is the backbone of my practice. I have earned multiple accreditations and commit each year to advanced courses and conferences, staying ahead of changes in tax law, insurance solutions, and estate planning strategies. With a father retired from law enforcement and a mother who taught for decades, protecting wealth and educating clients are more than professional priorities — they are family values. This dedication means my clients gain not just a financial plan, but a partner who strives to ensure they are always prepared for what is next.
Robert with his parents and sister
Robert with his wife and daughters.
Family first. Future focused.
Raising my family taught me the value of planning ahead for life’s milestones and surprises, and I bring that same care to protecting my clients’ futures. As the proud father of three young ladies, I advocate the importance of pursuing financial independence through education and proper planning. Sure, my daughters indulge in Starbucks more than I would prefer, but teaching budgeting, saving, and the power of compounding interest from an early age instills good financial habits over the long term. And believe me, the years go by quickly!
Your financial future deserves a clear view.
Let's build it together.
- Robert
