Biography

Robert began his career in the financial services industry three decades ago, when he joined the company as a financial professional.

Committed to professional education, Robert has earned the advanced designations Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr, PA.

Recognized for his achievements, he has earned numerous sales and service awards throughout his career including the company's Top Club and Field Club awards and the industry's National Quality and National Sales Achievement Awards.

Active in the industry, Robert is a member of the Memphis chapter of the National Association of Insurance and Financial Advisors and has qualified for membership in the prestigious Million Dollar Round Table (MDRT), an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry.

Active in his community, Robert is an Elder and Trustee of the Faith Presbyterian Church and is an active member of the Memphis Estate Planning Council. In addition, he has served as a member of the United States Coast Guard Reserve, been active in the National Boy Scouts of America, and is a member of the Mid-South Fly Fishing Association.

Robert takes part in numerous activities with his wife, Betsy, and children, Neely and Rob. He especially enjoys getting to spend quality time in the cold water fly fishing for trout.

Robert works closely with clients so that he can fully understand their goals and dreams as well as obstacles in achieving them. This customer focus allows Robert to offer  recommendations for realistic financial strategies. He focuses on insurance and investment strategies for both individuals and small businesses.