Robert’s most valuable client service is developing a roadmap for each client to help them navigate the potential financial risks that could prevent them from achieving their critical financial goals—for business and family. He helps his clients crystallize their financial objectives, helps them to take action, and provides ongoing monitoring of their progress.
Robert has been in the insurance and financial services industry since 2003. His career started in Dallas, TX as an independant agent before moving to Nashville, TN in 2006. Robert has securities licenses: Series 6, 63, 66, 7 and is licensed as a Financial Advisor. Robert has also been a qualifying and life member of the Million Dollar Round Table every year since 2004, which puts him among the leading insurance and financial services professionals from 85 nations and territories and more than 700 companies.. Robert has been married to his wife Cassie since 2002 and has 3 children: Cayden, Jackson & Annabelle.
615-307-4952 | 
615-309-6301
615-309-6367 | 
bob@lhplanning.com