Designations and Licenses

Robert is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

As a senior wealth advisor, Robert provides high-net-worth individuals and families with comprehensive wealth advice that includes investment management, retirement plan consulting, charitable gifting strategies, business succession, and tax and estate planning to help them reach their goals.

Prior to joining Mariner, Robert worked for CliftonLarsonAllen, Fidelity Investments and Edward Jones Investments.

He has a bachelor’s degree in personal financial planning from the University of Missouri-Columbia.