Robert’s early interest in personal finance, entrepreneurship and how money works ultimately guided him to a career in financial planning. A native to Alton, Illinois, Robert began his career with Waddell & Reed in 2009 and moved to Edward Jones in 2011.
Today, he uses his 15-plus years of experience to help families, business owners and institutions plan and deliberately invest to help achieve their goals – whether that’s to put their children through college, retire smart and live their ideal lifestyle, or leave a legacy to their family and loved ones. Robert’s depth of knowledge, quality customer service skills and customized planning approach has made him a sought-after financial advisor in the Riverbend area.
In July 2022, Robert realized a lifelong dream of co-founding and leading his own wealth management practice, Confluence Wealth Management which is aligned with Raymond James. Confluence brings together a team-based approach and personalized financial advice using some of the industry’s most comprehensive resources.
Before his career in finance, Robert earned a degree in Economics from the University of Illinois in Champaign. He is a Certified Financial Planner® professional and holds the Accredited Asset Management Specialist™ (AAMS®) designation. Robert is an active member of the Alton-Godfrey Rotary Club and has served on several community boards, including The Nature Institute and Alton Main Street.
In August 2025, Robert was named to the 2025 edition of the Forbes Best-in-State Next-Gen Wealth Advisors.
When not in the office, you can find Robert spending time with his wife, Sam, and their daughter, Ava. He enjoys golfing, traveling and St. Louis sports (Let’s GO Blues!).
Raymond James is not affiliated with the above organizations and/or charitable causes.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The Forbes America’s Top Next-Gen Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2025) included: 49,859 nominations for all rankings, based on thresholds, 28,226 invited to complete online survey, and 4,653 individuals considered and 100 individuals won the America’s Top Next-Gen ranking. This ranking is based upon the period from 3/31/24 to 3/31/25 and was released on 8/6/25. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/top-next-gen-advisors.