Robert brings over 13 years of experience in the financial services industry to his role as Regional Vice President, Financial Advisor. Since 2007 he has worked with many executives, to handle the totality of their financial affairs and has held various key positions in Insurance and IT. While Robert has broad knowledge of all aspects of financial planning, his specialty focus has been in taxation and planning of equity compensation. He is often viewed as a subject matter expert and coach to other financial advisors.
Aside from his professional career, Robert takes pride serving as a volunteer and board member for a number of organizations and charities that focus on children and animals. A few of his favorites to work with are Youth Services of Glenview/Northbrook, Phat Bao Temple, Vietnamese Association of Illinois, Beagle Freedom Project, and Children Intl. His raison d’etre in life is to help fight childhood poverty and have a sanctuary for all animals in need.
Robert lives in Alpharetta, GA with his growing family and two fur babies.
Robert serves clients at our Atlanta, GA office.
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