Started with Trilogy in 2001
Passionate about restoring his 1968 Camaro
Served in the U.S. Forest Service
Enjoys sports & family time
Will video conference with clients to make it easier
Robert started at Trilogy Financial in 2001 with a passion to help as many people as possible. Over the years, he has focused on assisting his clients to accumulate, preserve and distribute wealth. It is his continued commitment, focus and discipline to assist his clients in pursuing their financial independence goals.
Prior to joining Trilogy, Robert served as a member of the U.S. Forest Service, where he developed his hard work ethic, non-stop drive and service skills. After his time with the U.S. Forest Service, his interest in computers and their integration in the workplace challenged him to advance his career as a Computer Technician and a Manager.
Robert holds the FINRA Series 6, 7 and 63 registrations with LPL Financial, and a Series 66 registration with Trilogy Capital Inc. also holds an Insurance License for Life and Health. He is currently an active member of Business Networking International (BNI) where he maintains relationships with other business owners and professionals in various industries.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.