Translate your dreams and goals into an attainable road map.
Robert runs an independent, nationwide practice that utilizes the benefits of technology while also maintaining the importance of face-to-face trust. Robert’s practice is focused on helping business owners, independent contractors, and high-income families reach financial independence. His role is to translate clients’ dreams and goals into an attainable road map that can then be implemented via the course of a life-long relationship. Robert and his team monitor progress and help clients make important financial decisions with confidence. Seeing clients empowered by their finances is by far the most rewarding part for Robert!
His process uses creative problem solving, a high level of expertise, and a transparent fee structure to conduct in-depth analysis before any recommendations are made. He provides his clients with a personalized and detailed action plan, and then periodically reviews it to hold them accountable. With this level of detail, his team only accepts a select group of new comprehensive advisory clients per year. His services are designed to be “white glove” so our clients can focus on their passions and family!
Robert’s ideal client is committed to working together with his team for measurable financial progress. Robert runs his practice with an open-door policy, encouraging clients to bounce ideas off him and utilize his guidance throughout the year.
- FINRA Series 7 and 66 registered
- Life and Health Insurance Licensed
- Variable Life and Annuity Licensed
- B.S. in Accountancy from Miami University
Originally from and currently residing in Cincinnati, Robert enjoys outdoor activities such as backpacking, hiking, and camping as well as spending time with dogs in his free time.
- Business owner solutions
- Wealth accumulation strategies
- Wealth management
- Income protection strategies
- Retirement funding options (Solo 401(k), SEP, 410(k), 403(b), Roth IRA)
- Tax-efficient investment strategies*
- Financial considerations when exiting a business*
How to Develop a Financial Strategy as a Medical Professional
Robert has focused his financial literacy and community outreach efforts toward the medical professional community since their curriculum is severely lacking in this regard. He has conducted educational speaking engagements at several of the teaching hospitals across the country including Cleveland Clinic, University of Cincinnati Medical Center, Ohio State University, University of Michigan, Spectrum Health, University of Pittsburgh, Mercy Health, University Hospitals/Case Western, Detroit Medical Center, Summa Health, Akron General, MetroHealth, TriHealth, Michigan State University, Wayne State University, University of Kentucky, University of Louisville, Indiana University, Henry Ford Health, St. Vincent Health, Wright State University, Mount Carmel Health, OhioHealth, Nationwide Children’s, Cincinnati Children’s, Akron Children’s, The Christ Hospital Health Network, St. Elizabeth Healthcare and University of Toledo.
Robert is a registered Representative and Investment Advisor Representative of CRI Securities, LLC and Securian Financial Services, Inc.