Robert is a graduate of Texas Tech University with a major in Personal Financial Planning and a minor in general business. Robert began his career in 2003 working for an independent RIA firm in Baton Rouge, LA before moving back to Houston in 2010. In his previous position, Robert worked as the operations manager for another independent RIA before accepting his current position at Heritage. He is looking forward to working with you and getting to know more about your situation, as well as working with the team here at Heritage to improve firm operations.
Robert met his wife Lynn in 2016, and they married in the summer of 2018. They live in Houston and enjoy spending time with family and friends. In his spare time, Robert enjoys playing tennis and golf.