At our firm, Robert serves as the Director of Financial Planning and Financial Advisor, playing a pivotal role in guiding our advisors to craft and execute comprehensive financial plans that address our clients’ unique needs and aspirations. With a deep understanding of income planning, portfolio construction, and tax-efficient strategies, Robert ensures that each client’s financial plan is optimized for success.

Before his current role at Wealth Dimensions, Robert built a robust career at Fidelity Investments, where he excelled as a fixed-income specialist. He was instrumental in helping high-net-worth individuals develop and manage bond portfolios, focusing on strategies that reduce tax liabilities and mitigate risk. His extensive background also includes positions in retail banking and investment wholesaling.

Robert is an alumnus of Northern Kentucky University, where he earned a Bachelor of Science in Business Management. He also earned Certified Financial Planner and Chartered Financial Consultant certifications.

Residing in Northern Kentucky with his wife and daughter, Robert cherishes family time, whether it’s traveling together or exploring the great outdoors.