Robert is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Analyst with more than 20 years of experience in the financial services industry and business world. He finds great satisfaction in being an integral part of his clients’ lives and simplifying the concerns and burdens associated with managing and preserving wealth.

Robert is well known for the approach he brings to the management of his clients’ investments. He has used passive investments for over 10 years to precisely diversify, reduce expenses and create tax-efficient portfolios. Central to his philosophy is the belief that proper asset allocation and risk management strategies add value and drive long-term portfolio performance.

Robert’s extensive background and experience in legal, tax, real estate and accounting disciplines gives him a broad perspective on many vital areas that impact wealth. Serving as the CEO of a $250 million family business gives him specialized insight into the issues facing business owners.

Robert’s professional career includes the following positions: First Vice President of UBS in Raleigh, NC, Vice President at Merrill Lynch in Cary, NC, President and CEO of Leggett Stores in Danville, VA. He was also an attorney at the regional law firm of Mays & Valentine.

He earned a Bachelor of Science degree in Business Administration with a concentration in accounting from Emory University, where he graduated summa cum laude. He earned his Juris Doctor from the T.C. Williams School of Law at the University of Richmond.