As Vice President, Client Service, Robert is dedicated to understanding each client’s unique needs. Whether advising young professionals, business owners or high-net-worth families, he delivers straightforward, comprehensive and objective guidance tailored to their goals.
Robert brings over 10 years of experience as a wealth management professional, previously holding roles at firms such as Wells Fargo, Credit Suisse and Northwestern Mutual.
He resides in the West Loop of Chicago and is a graduate of DePaul University. While outside the office, Robert enjoys playing golf, spending time on the water and relaxing with family and friends. He currently holds Series 7, 63 and 65 licenses.