Designations and Licenses

Robert holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional . He holds a life and disability Insurance license in the state of Washington.

Experience and Education

Robert focuses on the needs and objectives of clients by providing personalized wealth management solutions to help them achieve their long-term goals and aspirations.

Prior to joining Mariner, he was an associate advisor for Klevens Capital Management. Prior to that, he worked for Edward Jones as a financial advisor.

Robert has a Bachelor of Arts degree in business administration from Washington State University.

Personal Interests

Robert enjoys food and cooking. He is passionate about real estate and is involved with the ASPCA and St. Jude Children’s Hospital.