Robert graduated from the University of Baltimore in 2002 with a B.S in Finance. He entered the financial services industry working with highly affluent clients while providing them a coordinated approach to their planning needs. As a partner of Oceanside Financial Strategies, Rob now provides portfolio design, asset selection, portfolio managing and monitoring. Robert is also a senior partner of a highly developed tax-sheltered annuity practice that manages non-profit pension plans for several schools, such as Old Dominion University, Tidewater Community College, and Norfolk Public Schools.
Robert’s gift is his ability to provide quality communication and service to his clients. He believes that working alongside his clients’ other advisors provides a unique advantage and allows his client to achieve their goals in more cost-effective manner.