Robert has been with the firm since 1999. A native New Yorker, Robert and his wife Teri live in Roswell with their two teenage children, Matthew and Megan. Robert is a member of the Financial Planning Association, St. Peter Chanel Knights of Columbus, and the Rotary Club of Roswell. Although he has lived in the Atlanta area for over 20 years, following the New York Jets and Mets is still a favorite pastime.
When not in the office, Robert enjoys golf, working out at Crossfit North Fulton, and watching his kids play sports and dance. He also serves a mentor with Stand Up for Kids Atlanta. He considers it a blessing to have close family members living nearby with his parents having chosen Roswell as their retirement home.
Robert believes one of the best parts of his chosen profession is the trusting personal relationships he develops with his clients by working with them for many years. Robert graduated from Hofstra University in 1992, completed the Oglethorpe University Financial Planning program in 1999 and has served his clients as a CERTIFIED FINANCIAL PLANNER™ professional since 2002. He is an Investment Advisor Representative.