Robert graduated from the University of Texas at Austin with a BBA majoring in marketing. After retiring from a successful career with American Airlines, Robert joined Fortune Financial Services, LLC in 2006. Robert received his securities and insurance licenses in 2006 and his Certified Financial Planner designation in 2009. In 2011, he left Fortune Financial Services to help start Wealth Management Group, LLC where he now serves as Director of Operations.

Robert is a member of the Financial Planning Association and has lived in the DFW area for many years with his wife Diana. He enjoys traveling, physical fitness, and bird watching, but most of all, helping clients achieve their financial goals.