Robert is a Wealth Advisor with Raymond James Financial Services, Inc. and also serves as President of Navancer Group. His specialities include investment and asset allocation analysis for high-net-worth individuals, professionals and corporate retirement plan clients. He also has a very strong background in the design and implementation of employer sponsored retirement programs and corporate health benefit plans. Robert recently celebrated his 27th year in the investment and financial services business.

In the past Robert has served as the Director of Investment Advisory Services for a regional estate planning and wealth management firm and as Regional Vice President for a large third party administrator of benefit plans in the Cleveland area.

Robert is a native of the Akron area and attended the University of Akron on an academic scholarship. Here he received his Bachelor of Science in Accounting, magna cum laude, in 1990. He has also attained the Chartered Financial Consultant® and Chartered Life Underwriter® designations from the American College in Bryn Mawr, Pennsylvania.

Robert and his wife Malinda enjoy travel, sailing, bicycling and golf. Robert is also a private pilot and enjoys taking to the skies for both business and personal travel. Both he and his wife are very active in their local church as small group leaders, event volunteers, and hosts of marriage and family study groups. Robert and Malinda live along with their dog Tetley in Sharon Center, Ohio.