
About
Robert began his career in the financial industry in May 2021 as a client service and operations associate at Washington Wealth Advisors. He quickly rose through the ranks to a financial planning associate. Robert is currently working toward a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. He brings an attention to detail, personable approach to clients and use of technology to create efficiencies to his role at Wealth Enhancement Group. Robert’s career trajectory also led him to a fulfilling volunteer role as a senior planned giving manager with Special Olympics International. This gave him various insights into planned giving, including marketing, database management, reporting, estate administration, charitable gift annuity administration and stewardship.
Robert lives in Falls Church, VA, with his wife, Sarah, and two children: Colette, age six, and Wesley, age one. When not working, he enjoys spending time with his family, being outdoors, playing sports (golf, basketball, and swimming), reading, music, taking in a good movie and, of course, watching the Washington-area sports teams.
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