
About
Robert began his career in the financial industry in May 2021 as a client service, operations associate, and financial planning associate at Washington Wealth Advisors. Now a Certified Financial Planner (CFP®) at Wealth Enhancement, his attention to detail, personable approach, and use of technology all contribute to his ability to help clients realize their goals. Robert is equally experienced with the economic options for growing families—such as funding higher education—as he is with strategizing retirement income streams for couples nearing that milestone.
His career trajectory also led him to a fulfilling role as a senior planned giving manager with Special Olympics International, assisting High Net Worth Clients. This experience provided him with valuable insights into planned giving, including marketing, database management, reporting, estate administration, charitable gift annuity administration, and stewardship.
Robert now lives in Midlothian, Virginia, with his wife, Sarah, and their two children, Colette and Wesley. When not working, he enjoys spending time with his family, being outdoors, playing sports (golf, basketball, and swimming), reading, music, watching movies, and cheering on Washington-area sports teams.
Education
- BA in Humanities, Lasell College
Articles by topic
No results for "[current-page:query:keyword]"
We searched through our content archive and didn't find any matches.