A firm believer in service, Robert’s goal is to empower the community with knowledge and resources to help people resolve many of the complicated financial issues they face in their lives. A 3rd generation financial advisor, Robert moved to Wooster in 2010. He met his wife Leslie not too long after arriving and they married in 2014. They now live in Creston with their 2 children, Daphne and Robbie. When he is not at work or spending time with his family, Robert also serves on the Board for the United Way of Wayne and Holmes County.
Robert is the host of Financial Focus on WAKR 93.5 fm. He is an independent, duly licensed fiduciary advisor. He has passed the Series 65 securities exam, holds his life and health insurance licenses, and is a National Social Security Advisor Certificate Holder. He is an Investment Advisor Representative with Advisors Excel Wealth Management and graduated magna cum laude from the University of St. Thomas.