Robert is a born and raised Houstonian. He attended Strake Jesuit College Preparatory before receiving his Bachelor’s of International Studies at Texas A&M University and his Masters of Global Affairs at Rice University.
His journey into financial advising began in 2020, when he learned that even strong saving habits can be vulnerable to economic shocks without a strategic plan. That experience has driven his passion for helping clients build resilient, forward-thinking financial strategies.
Robert finds the most exhilarating part of his work is piecing together the creative design ideas that come with each client’s unique investment and financial plan. He has been fortunate to build deep-connections with a diverse array of clients, including business-owners, new families, and the LGBT+ community.
Outside of the office, Robert likes to stay active, whether it’s winter skiing or summer tennis, and spending time with his close-knit family.