Born and raised in Providence, RI, Robert attended Saint Anselm College in Manchester, NH and since graduating in 2001 has built long lasting relationships with people through trust, transparency, and a good sense of humor. Following his time there, he embarked on volunteer work in Australia and the Republic of Georgia.
For over a decade, he has continued to educate himself in personal finance holding various management and customer service roles at Fortune 500 financial firms. Robert holds the Accredited Investment Fiduciary® (AIF®) designation, Series 6, 7, 63, and 65 securities registrations; and is a Candidate for CFP® Certification. For Robert, communication is key. He uses his experience as a licensed mortgage loan officer to ensure there are clear lines of communication between all parties in any given transaction. This allows him to anticipate and remove any obstacles which would prevent a successful transaction from taking place. He also has enjoyed volunteering as a tax preparer since 2015.
As a Business Development Manager, Robert meets with clients and is responsive to their questions. He utilizes MoneyGuide, Morningstar, Retirement Analyzer, and other financial programs to write reports, review financial statements, and communicate with clients.
Robert is married to Ashley, and they have one fantastic daughter, Maya. As a family, they enjoy hiking vacations, the beach (Anytime!), and they spend lots of time in their campervan exploring many playgrounds anywhere from Miami to Maine. Robert is an average beer brewer and an avid Celtics fan.