Robert began his career in 1994 with a variety of positions in sales, service and management. Since 2007, he has advised clients on investment management solutions across all major asset classes, prioritizing preservation and growth through asset allocation, security selection, and tax planning. During his years in the financial services industry, he has earned the Certified Financial Planner™ designation and strives to understand and serve his clients unique needs by approaching from a comprehensive financial planning mindset and providing candid advice.

Robert lives in Hubertus, Wisconsin near Holy Hill where he enjoys playing golf, volunteering at St. Gabriel’s Church, and spending time with his family. He and wife, Kristi, share three daughters, Hannah, Ashlyn and Addison.