Robert has been helping individuals, families and business owners with their investment and financial planning needs since 1997. As an Accredited Investment Fiduciary (AIF®) designee, he has the training necessary to ensure that the investment process is managed to an appropriate standard of care, and will see to it that your needs and best interests always come first.
Before joining Raymond James in 2002, Robert worked as an investment representative for Edward Jones. Prior to becoming a member of the financial services industry, Robert owned and operated Taylor Made Appraisals for eight years. Through this business, he appraised a variety of properties, from single-family homes to multi-unit, for a variety of clients including Fannie Mae, Freddie Mac, The Resolution Trust Corporation, banks and other financial institutions. His California real estate license helps enhance his investment knowledge and background.
Robert has been married to his wife, Ellie, since 1988. The couple and their two children enjoy a variety of outdoor activities including camping, snow skiing, trap shooting and fishing.