Prior to becoming a Financial Advisor, Robert worked as a Branch Manager at Space Coast
Credit Union where he built and led a team that would become the top branch in the organization
for three consecutive years. It was helping his team uncover their calling and developing a plan
to realize their goals that best prepared him to find his true purpose as a financial advisor.
In 2007 his father would have a fateful meeting with a financial advisor bringing to light some of
the conflicts that exist in the profession. His dad’s experience would ultimately motivate Robert
to become the Advisor he wished his father had met and shape the values that guide him today.
Robert believes that the freedom to live a fulfilling and purposeful life are basic human rights –
not a luxury. He envisions a society that isn’t delaying the life they want for some vague time in
the future. So, he works every day to free his clients from the limitations of conventional
wisdom. He believes Well Done is better than Well Said, so he commits to walking alongside his
clients on their path to achieving their vision of financial success.
Robert is a life time learner and has returned to Rollins to pursue a degree in Psychology, he
holds a series 66 and the Florida 215 licenses. As an advocate for financial literacy he regularly
leads Financial Peace University and workshops to promote financial wisdom. Robert is actively
involved in Toastmasters and serves on the board for Citrus Club Toastmasters.
Robert’s wife and accountability partner Janette are proud to call Orlando home where they raise
their two daughters. An avid runner, you can spot Robert running with Track Shack’s Marathon
fest running club and grilling on his Big Green Egg when he’s recovering from a long run.
Financial Freedom is more than retirement, it’s an attitude.