Private Wealth Manager
As someone focused on building deep, meaningful connections with his clients, he always enjoys sipping a cup of coffee at his client’s kitchen table, where he gets to know who they are and what they value. He considers his clients an extension of his own family and treats them with the highest level of respect, honesty, and attentiveness. This allows him to be a more effective partner, as he’s able to deliver a tailored plan based on each client’s unique needs, concerns, and goals.
Through these long-lasting, meaningful relationships, Robert serves as a trusted educator and guide for his clients. He helps them build and execute the strategies needed to retire with confidence and build a meaningful legacy plan for loved ones. Because he stands by their side throughout their life journey, his clients know they never have to face the unknown alone.
Robert is a member of the *Million Dollar Round Table.
Areas of Focus
Robert primarily serves those who are nearing or already in retirement. He understands the challenges people face as they transition to a financially independent lifestyle, which is why he carefully walks them through their options and builds a custom plan that best addresses their needs.
Along with reviewing their investment lineup, Robert uses a holistic approach to address all aspects of his clients’ financial lives. From evaluating life insurance policies to developing tax minimization strategies, Robert helps his clients make the most of their wealth and enjoy the retirement they’ve always envisioned.
Education & Background
Robert first entered the financial services industry in 2008 at an insurance firm, where he gained experience in the areas of life insurance, health insurance, and annuities. In 2012, Robert obtained his securities licenses and came to work with Ron Gabel and the NoxNumis advisory team.
In the past, Robert has participated in Heroes Academy (formerly Real Men, Real Heroes), a mentorship program for boys from single-parent households. In addition, he proudly supports a number of local organizations geared toward youth athletics and education.
Robert resides in northwest Wichita, Kansas and is a single dad of four kids and two dogs, Pierre the goldendoodle and Skipper the golden retriever.
Juggling work and single parenthood is a challenge Robert enjoys, especially when the family has a chance to go camping, hang by the lake, or cheer on their local baseball team together.
Robert is an avid Chiefs fan and a season ticket holder of the Wichita State men’s basketball team. When he has some downtime, Robert likes to catch up on his reading (ask him about the Tom Clancy series he recently finished) and watch movies.
*The Qualifying and Life (QL) Member was created by the Million Dollar Round Table (MDRT). The requirementsdo not evaluate the quality of services provided and is granted for one year only. All members must apply everyyear to continue their affiliation with MDRT. Being a QL is not indicative of the applicant’s future performance.