A native of Northwest Ohio, Robert attended Miami University, later transferring to The Ohio State University, where he graduated with a BA in Political Science and a minor in Economics.
Robert’s diverse background includes client service and asset management with Fortune 100 insurance companies, and a leading Atlanta, Georgia-based wealth management and financial planning firm. Additionally, he has an extensive operations management background with focuses in streamlining operations, implementing processes for cost reduction, and increasing employee productivity measures for a Fortune 1000 disaster restoration company and top-rated overhead door company.
His consultative talents and experiences led him into the energy services business, in which he likes the challenging, individualized planning process and dynamic nature of the energy industry. Building and fostering client relationships is what makes his role so enjoyable.
He resides in Powell, Ohio with his wife, Allison, and their son, Griffin.