Background and Experience

For over three decades Robert has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the market, he has dedicated his career to delivering the personalized wealth management and investment planning services he believes his clients deserve.

My Approach

As a Financial Advisor, Robert is dedicated to helping a select group of individuals, families, businesses, and institutions develop sound financial and wealth management strategies that line up with their needs, goals and risk tolerance. His mission is to provide every client with comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.

His process always starts by listening. Not only does he strive to understand his clients’ current situation, but also their past experiences, as well as their goals and objectives for the future.

Community Involvement

In addition to helping his clients, Robert is committed to helping his community. In Fort Smith, Robert was involved with several local charitable organizations, including the Fort Smith Optimist Club, the Bost Foundation, the UAFS Athletic Advisory Council, and the Championship Fore Charities golf tournament. He was also instrumental in a partnership between Wells Fargo and the U.S. Marshals Service Museum, as it was being built in Fort Smith. He also spent 12 years coaching youth baseball and was a commissioner for the Fort Smith Church Baseball League.

In Little Rock, Robert was a member of Leadership Greater Little Rock Class XXXIV, a past board member of Thea Foundation, and a current Board Member of Ballet Arkansas, serving on the Finance Committee.
 
Accomplishments

Robert has been named to the Wells Fargo Advisors' Platinum Council in 2013, 2014, 2015, 2016, 2018, and 2019. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

About Robert

Robert lives in the Chenal area of west Little Rock with his loving wife Amanda and their fur baby, Simba. He has two grown sons and two amazing daughters-in-law, Matt and Erika (Utah), and Brandon and Taylor (Fort Smith). Brandon is also his business partner, making their practice a true family business. In addition to his children, Robert is the proud grandfather to Owen, Elena, and Conrad!

For Robert, family comes first, and he spends his free time with his family whenever possible. He is also dedicated to staying physically active and works out and exercises regularly. He is an avid golfer and an active member at Chenal Country Club.


AR Insurance Lic: 1639174