Robert is a graduate of Texas Tech University, where he majored in Personal Financial Planning and minored in General Business. He began his career in 2003 at an independent Registered Investment Advisor (RIA) firm in Baton Rouge, LA. In 2010, Robert moved back to Houston, where he took on the role of operations manager for another independent RIA. In 2019, he accepted a position at Heritage, where he is enthusiastic about working with you, understanding your unique situation, and enhancing the firm's operations.
In his personal life, Robert met his wife Lynn in 2016, and they were married in the summer of 2018. They adopted their son in 2022. The family lives in Houston and enjoys quality time with family and friends. In his spare time, Robert volunteers with the Houston Livestock Show and Rodeo and the Oak Forest Foster Closet.