Robert is passionate about helping his clients gain a better understanding of how their money can work for them. With a deep focus on investment management, estate planning and tax efficiency, no detail is missed.
Robert grew up in Elkhorn with his parents and four sisters. He attended the University of Minnesota and has been in the financial services industry for over a decade. He holds Series 7 and 66 licenses through LPL Financial.
He and his wife, Lauren, live in Elkhorn. They have one daughter, Charlotte, and a golden retriever named Stella. Outside of the office, he loves spending time with his family, watching football and golfing.
Robert’s favorite thing about working with clients is learning about their personal lives and dreams and supporting them as they work toward—and eventually accomplish—those goals. Every client walks out of his office with a comprehensive financial plan that meets their individual or family needs.
How can I help you?
Retirement Planning
Estate Transfer
401k & IRA Rollovers
Trust Administration
Investment Management