As the founder, manager and team leader of Cornerstone Financial Consulting, Robert’s role is to ensure that the firm has a well-established vision and plan to serve as a leading resource for insurance and reinsurance administration organizations.
He wants clients and prospective clients to understand the importance and value in having professionals with industry expertise assisting them with their reinsurance company investments, from designing an investment policy to executing an investment plan.
As a Certified Investment Management AnalystSM, Robert applies state-of-the-art investment theory and integrates a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. He cares deeply about doing a good job for his clients and makes it a priority to respond immediately to their needs, requests and concerns.
A self-described gearhead, Robert is an auto enthusiast and collector. Serving auto dealers as his primary client niche brings together his three great passions – cars, business and investments.
Before joining Raymond James, Robert was a branch manager with Wells Fargo Advisors in Scottsdale. He earned an MBA from the WP Carey School of Business at Arizona State University and a bachelor’s degree in business administration from the University of Phoenix.
Originally from Chicago, Robert lives in Scottsdale with his long-time partner, Julie, and daughter, Taylor. He serves as Posse Captain for the Maricopa County Sheriff’s Office Advisory Posse and an emeritus board member for Gabriel’s Angels.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.