Robert is responsible for supporting client relationships by creating retirement plans, drafting trades, and conducting research. As an Investment Analyst, he works closely with Lyn’s clients analyzing their portfolios to help ensure they are set up well for their specific situations and life goals.
Outside of work, Robert enjoys spending time outdoors and on the water. Robert and his brother spend many hours fishing the Michigan lakes and upgrading their fishing boat. Robert enjoys all things Ann Arbor, especially its sports teams and attending college football and basketball games.
Education
Central Michigan University
BA, Finance, Minor in Accounting
BA, Personal Financial Planning
Experience
2022-2025
Investment Trader
Retirement Income Solutions
2020-2021
Finance Intern
Retirement Income Solutions
2019
Teller/Customer Service Representative
Bank of Ann Arbor
2017-2018
Finance Intern
Foresight Capital Management