Speaker’s Topics:

• Investing
• Retirement Planning
• Education Funding
• Financial Planning
• Achieving Financial Success

Robert has been in the financial services business since 1997. Prior to entering the financial services industry, Robert started and eventually sold Paintball Supplies of Lewisville. Prior to joining The Financial Process Group in 2001, Robert ran a prominent estate planning firm in Dallas, Texas. Specializing in helping high net worth individuals minimize and many times eliminate estate taxes, Robert had the privilege of working with hundreds of multimillionaires, several deca-millionaires and a few soon-to-be billionaires.

After spending several years focusing specifically on estate planning, Robert decided to focus on a more comprehensive planning approach for individuals in both the accumulation and asset preservation stages of their lives. Robert helps families, business owners, and individuals improve their overall financial situation through sound planning.

In addition to servicing his clients, Robert trains other financial advisors how to be successful in the business.

Robert enjoys educating people and organizations about personal finance.

Email
214-346-0985 x234 or 214-392-1692