Robert is a graduate of Lawrence University where he majored in Economics with a minor in Mathematics. Prior to graduation, he interned and subsequently joined an affiliated Broker Dealer. Over 13 years, he held numerous management roles with the firm. In 2019, Robert decided to join LPL Financial through the affiliated Hybrid RIA Convergence Financial, LLC. This decision was driven by the desire to offer clients independent investment advice, while still holding true to the financial planning values which have been the foundation of his work.
In Robert’s free time, he enjoys spending time with his wife, Shannon, and their two boys, Kevin and Dustin. You can often find them at the hockey rink coaching Kevin and Dustin’s teams.
Robert is also actively involved in the local community by way of Apple Valley Rotary – Vocational Services Chair and Foundation Board, Apple Valley Chamber of Commerce, and Eagan Hockey Association – Vice President.