Robert has always been the finest example of dedicated client care. He has a deep-seated unshakable passion for the financial services industry and what it can provide to people throughout their lives. He is devoted to assisting individuals, families, and businesses with all aspects of their financial planning needs. He firmly believes in Coordinated Plan’s unique team-based approach, which centers around putting together a comprehensive and client-centered strategic approach. He is at the core of our efforts to continuously guide Coordinated Plan’s clients in developing, implementing, and monitoring their unique portfolios and strategies to drive their financial goals. He says: “I really never imagined doing anything else but serving people by helping them build their financial future. I can’t picture anything more satisfying than seeing people reach their financial goals, year after year. It’s what every person on our Coordinated Plan team loves!”

This career has always been Robert’s passion. After receiving his Masters degree in portfolio management, Robert started his career as a Financial Adviser. Robert plays a key role within the firm by providing long-term continuity for our current clients, their children, and making sure that future generations understand their legacies.

Residing in Webster with his wife Shelby. Robert is active in the community, serving on numerous boards of non-profit organizations. In his free time, Robert enjoys spending time with family and friends. He loves exploring the Adirondack Mountains with his wife and their dog Mya and attending sporting events.