Contact Info
Robert specializes in serving the needs of individual investors as they work to achieve their long-term financial goals. Through a conservative approach to investing, he builds each client a personalized investment strategy based on the client's needs. He believes in having a strong relationship with his clients to ensure their needs and goals are being met.
Robert served in the military for eight years with the Oregon Army National Guard as an infantryman in the 41st Enhanced Infantry Brigade. He also served with the Utah Army National Guard as a Counter-Intelligence Agent with the 19th Special Forces Group.
Robert attended Utah Valley University and Southern Oregon University, studying with an emphasis on finance. Prior to joining Umpqua Investments, he held a position as a Financial Advisor with Edward Jones Investments. He maintains his NASD Series 7 and 63 and is insurance licensed.
Robert is a native of Medford, Oregon. He enjoys travel, camping, golfing, and spending quality time with his family. Robert is active in the local community and currently serves on the Board of Directors for the Phoenix Chamber of Commerce.