Robert grew up in the Houston area where he spent much of his youth working on his Grandparent’s farm, developing a strong work ethic and love of the outdoors. Robert graduated from Sam Houston State University in Huntsville, Texas with a BBA/Finance degree. Following graduation, he worked in the oil & gas industry for two years until he found an opportunity to pursue his passion for investments & planning and joined a Fortune 500 asset management firm in 1998. It was here Robert began his career as a regional investment consultant working with independent advisors across the mid-west. In 2005, Robert studied at the Wharton School of Business in Philadelphia, PA where he achieved his Certified Investment Management Analyst (CIMA) Designation. In 2010, Robert left the asset management firm and joined LPL Financial, to follow his dream of helping people plan for and invest in their future. Robert’s financial practice is a consultative and goals-based practice focused on estate, business, & wealth planning.
In addition, Robert is a Veteran of the United States Army, Board member of the Katy Family YMCA, member of the LIONS Club in Hallettsville, Texas, KISD “Partners In Education”, & Life Member of the Houston Livestock Show & Rodeo.
Robert married the love of his life, Melanie, in 1994 and currently reside in Katy, Texas where they are raising their 3 wonderful children, Catherine, Daniel, and Amelia.
Licensed in the following states: Texas