AWMA®, CRPS®, MBA
Financial Advisor
“I think that a life properly lived is just learn, learn, learn all the time.” – Charlie Munger, Berkshire Hathaway Vice Chairman
Robert has been involved in the financial services industry since 1996. He joined FirstWave Financial in 2012 and was a WealthCoach™ and Retirement Plan Specialist from 2014 until it joined with Savant in 2024. Prior to joining FirstWave, Robert was the marketing manager for an insurance services firm, where he was responsible for the development of nationwide retail agent network. Before that, he was a portfolio manager for a wealth management firm.
Robert earned a bachelor of arts degree from the University of Michigan and a master of business administration degree in finance from the Stern School of Business at New York University. He is an Accredited Wealth Management AdvisorSM (AWMA®) and a Chartered Retirement Plans SpecialistSM (CRPS®).
Robert serves as a board member for Children’s Home Society of Florida and as the treasurer for the Space Coast Porsche Club of America. He and his wife Jackie have two children, Matthew and Amelia. Robert enjoys cheering on the Michigan Wolverines and watching professional soccer, especially the Arsenal Football Club. He is a big golfer and occasionally joins his golf buddies on a golf junket to England or Ireland.
Schedule a No-Obligation Introductory Call
Schedule a Call