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.