About Robert
Robert has served Northeast Ohio for over 40 years, and continually furthers his education so he is knowledgeable of all aspects that affect your financial well-being.
He focuses on helping you define your financial goals and assisting you with the development of a plan that will help you meet those goals.
Whether you want to review current investments, survey your estate, assess the financial landscape for your business or plan for retirement, Robert can help you design a strategy that is suitable for you.