facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Brett Carleton headshot

Robert Dwyer, CFP®

Senior Wealth Advisor

Robert Dwyer graduated from Texas A&M University with a B.B.A., double major in Finance and Accounting. A proud member of the Fightin’ Texas Aggie Class of 1995. He began working in the wealth management industry in 1997.  Robert is a member of the Financial Planning Association (FPA). He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2004.

Robert is currently involved in Scouts BSA as a Merit Badge Counselor in Orion District and as Assistant Scoutmaster in Troop 424 in Katy, Texas.  He actively participates in the Sam Houston Council shooting sports program teaching rifle and shotgun safety and proficiency at Camp Strake and Camp Bovay.  Having previously served as Scoutmaster of Troop 424 for many years he finally gave up the reins in 2019. He’s happy to talk for hours about Philmont, Sea Base and Northern Tier anytime.  Past activities include 2004 President and 2005 Chairman of the Reveille Club of Houston, and 2012 Nation Chief of the Indian Guides/Princess program through the Katy YMCA. He and his family are members of Tomball Methodist Church.

After 20 years in Katy, Robert and Sarah (A&M Class of ’96) moved to Tomball in 2020. Sarah was an ag teacher at Klien High School before retiring to homeschool the children many years ago.  Three of their 4 children are proud Aggies, Class of ’19, ’23 & ’25. The youngest daughter, Mallory, is a high school senior keeping them busy with 4H (Heifer, Rabbits & Lamb) and competitive travel softball.  She will be attending SFA in Fall 2025 to play softball and pursue a degree in Agriculture. They enjoy traveling in their RV, spending long weekends at softball tournaments, and relaxing with close friends and family. With a love for animals, it’s natural to spend their days with their 3 dogs, 3 cats, 50 rabbits, 32 chickens, and don’t forget the fish.

God Bless & Gig Em!