One piece of financial wisdom Robert often shares with clients: As Albert Einstein reportedly observed—and Warren Buffett has long demonstrated — compound growth is one of the most powerful tools available for building long-term financial confidence.
Getting to know Robert:
Morning drink: Dark Roast Coffee
Favorite quote: Ben Franklin when asked what type of new government after the Constitutional Convention: “A republic, if you can keep it.”
Passions outside of work: Mentoring young people to help develop character, leadership, and confidence and strengthening his community. College football and skiing.
What he reads: Books on history, politics, and economics. His favorites are Democracy in America by Alexis de Tocqueville, and Atlas Shrugged by Ayn Rand.
Favorite Destinations: Vermont and Deep Creek Lake, Maryland.
Travel bucket list: To ski the Alps.
Robert is passionate about helping individuals and families navigate life's most important financial decisions with confidence. He believes that financial planning is built on trust, meaningful relationships, and a commitment to serving others—values that have shaped both his military service and professional career
Robert proudly served in the United States Marine Corps, continuing a family legacy of military service. After completing his service, he earned a bachelor's degree in Applied Mathematics and an MBA from York College of Pennsylvania before managing a department at The York Water Company. There, he developed leadership, analytical, and problem-solving skills that continue to benefit his clients today.
Drawn to wealth management by the opportunity to combine technical expertise with exceptional personal service, Robert found a profession where he could make a meaningful difference in people's lives. As a CERTIFIED FINANCIAL PLANNER® professional, he enjoys building long-term relationships with clients and helping them navigate both the challenges and milestones that accompany every stage of life.
Robert and his wife, Kara, have been married since 2009 and are raising their four children—JJ, Lincoln, Reagan, and Kennedy—in Dillsburg, Pennsylvania. Their family also includes two Goldendoodles, River and Skye.
He also serves on the boards of the Christian School Association of Greater Harrisburg and Northern Youth Football, Lacrosse and Cheer and teaches youth Sunday School at West Shore Free Church.
Whether planning for retirement, navigating life's transitions, or building wealth for future generations, Robert is committed to providing thoughtful guidance tailored to each client's unique goals.