Robert believes the most important currency in client relationships is not dollars – it’s trust.
Joined Lido: 2024
Homebase: Seattle, WA
Professional Focus: He believes there is nothing more rewarding than earning someone’s trust—especially when it is in something as important as their wealth. Having the ability to share his knowledge to meaningfully impact his clients’ futures and aid them in accomplishing their goals gives him a deep sense of accomplishment.
Education: B.S., Finance, Washington State University
Previous Work Highlights: Has served at various firms, including Edward Jones as a Financial Advisor and Klevens Capital Management as an Associate Financial Advisor. Most recently, he was a Wealth Advisor at Mariner Wealth Advisors before joining Lido.
Personal Facts: Robert is an adventurer at heart, previously holding his sky diving license.
