Robert has been serving clients in the financial industry since 2011, primarily focused on advising defined contribution plan sponsors and committee members on their fiduciary responsibilities in plan administration. He also provided oversight and management by sitting on internal investment committees, reviewing analyst research and retirement plan investment lineups.
At Central Trust, Robert continues this focus by building and maintaining solid client relationships, providing guidance and oversight while delivering exceptional service. Additionally, Robert works directly with retirement plan participants to help them utilize all the benefits of their retirement plan so they can adequately prepare for retirement.
Education and Certifications
- Bachelor of Science in Finance with an emphasis on Personal Financial Planning, Missouri Southern State University
- Certified Financial Planner® Professional (CFP®)
- Certified Plan Fiduciary Advisor (CPFA®)
- Qualified 401(k) Administrator (QKA)
Interests and Activities
Outside work, Robert likes to spend time with his wife and two teenage boys, cheering them on at Ozark High school wrestling meets and Crowder College cross country meets. He also enjoys being on the lake during the summers, weekend getaways with his wife and cheering on the Kansas City Chiefs at Arrowhead Stadium.
