Robert has been a leader in the financial services space for many years, most recently as Managing Director of Wealth Management at BPU Investment Management. He works with clients to develop comprehensive financial plans that address all stages of life while incorporating estate and income tax planning. As a licensed mediator and collaboratively trained attorney/financial neutral, he enjoys working with fellow advisors to offer clients guidance on a variety of subjects including dispute resolution.

Robert is happily married and the couple has two children. As a self-described “recovering triathlete”, he spends as much of his free time as possible outdoors cycling, trail running, mountain biking and generally getting dirty with his family.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.