Robert has been in the investment advisory business for over 20 years. As a Certified Financial Planner® and Chartered Life Underwriter, Robert is skilled at working with individuals and small businesses in developing a plan for pursuing their financial goals. Whether it be retirement planning, saving for college, 401k or general financial advise, Robert can help. Originally from the Boston Massachusetts area, he now resides in the sunny metro area of Phoenix, Arizona. Robert graduated from Norwich University, the oldest private military school in the country, nestled in the mountains of Northfield Vermont. His hobbies are writing, hiking, reading, scuba diving and giving back to the community. Robert’s biggest accomplishment is his son, Brock.