“Our clients are making decisions that could affect their family for generations to come. They are entrusting me with their future. Remaining worthy of that trust is what drives me.”

WHAT’S MY SUPERPOWER?

I address your unique financial needs using creative wealth management solutions.

Whether you are an entrepreneur, a business executive, a young family or a pre-retiree, I can provide objective financial guidance and products designed for you, your family and/or your business.

From financial planning to asset management and from debt management to estate planning, my comprehensive strategies can fit clients’ every financial need.

WHAT’S MY BACKGROUND?

I graduated from the University of California, Santa Barbara, with a B.S. in finance and have experience serving clients at banking and broker-dealer firms. Some of my client relationships span more than a decade. I’m a student of the economy and markets and enjoy sharing my knowledge.

FUN ROBERT FACT

I love staying active with my family – hiking, running, cycling and playing basketball – and creating memories to cherish for years to come. Though I don’t cherish losing at basketball…

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