As a Trading Analyst, Robert supports the financial advisors in creating complex financial plans and reports that integrate intricate tax and investment scenarios and model future cash flows. The information in the customized plans and reports help clients quickly visualize their financial future — projected until age 100 — and helps them understand how taxes, expenses, and liabilities today can impact their future assets and income. Each plan is tailored to each client’s specific situation and requirements.

Robert is also a believer in the constantly evolving capability of technology to create a more seamless trading experience, which can improve portfolio performance over time. 

Robert joined Wealth Enhancement Group in 2022 through the Napa Valley Wealth Management acquisition.  

Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.