After spending several years focusing specifically on estate planning, Robert decided to focus on a more comprehensive planning approach for individuals in both the accumulation and asset preservation stages of their lives.  Robert helps families, business owners, and individuals improve their overall financial situation through sound planning.

In addition to servicing his clients, Robert trains other financial professionals how to be successful in the business. 

Robert enjoys educating people and organizations about personal finance and has been a guest speaker for the following organizations:

• Internal Revenue Service Society of CPA’s
• UTD MBA Students
• DFW REIN (Real Estate Investor Network)
• Lewisville Estates
• Fort Worth Litho Club
• Salon Difede
• Hillcrest Oaks Neighborhood Association
• Lea + Elliott

Educational Background:  Bachelor Degree in Banking and Finance from Northwood University, Associates Degree in Management from Northwood University, Securities Licenses – Series 7, 63, 65, Group One Insurance License, Leap Licensee, Bill Good Marketing Sales Assistant Boot Camp, Three years of experience working under Ken Kendall and two years of experience working under John Bledsoe.

Robert lives in Lantana Texas with his wife Jessica and their two dogs Bruce and Daisy.  In addition to his passion for helping families with their finances, Robert enjoys snow skiing, water skiing, hiking, mountain climbing, pool (billiards), darts, traveling and reading.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 4601 Spicewood Springs Road, Austin, TX  78759.  Securities products and advisory services offered through PAS, (512) 343-7947.  Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is an indirect, wholly owned subsidiary of Guardian.  Financial Process Group is not an affiliate or subsidiary of PAS or Guardian.