About

With over 25 years of experience in the financial services industry, Robert has served as a senior wealth advisor, senior financial planner, and chief compliance officer. In his current position as a financial advisor with Wealth Enhancement, he works with high net worth families, individuals, business owners and executives, focusing on comprehensive wealth preservation strategies including investment management and analysis, tax planning, estate and retirement planning.

Robert lives in Katy, Texas. When he’s not in the office, he enjoys traveling, skiing, cycling, golf and collecting antique books. He also enjoys writing finance and investment-related articles.

Articles by topic

No results for "[current-page:query:keyword]"

We searched through our content archive and didn't find any matches.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.