About Me

Robert began his investment industry career in 2016 as a Financial Advisor at Morgan Stanley and moved to Stifel in 2025. He strives to develop customized portfolios that align with his clients’ risk tolerance, time horizon, and long-term goals while addressing their current and future income needs. Robert’s goal is to position his clients for the possibility of the best return for the given level of risk they are comfortable with.

Robert earned a Bachelor of Business Administration in Marketing and Management from Grand Valley State University and holds Series 7 and 66 securities licenses. Robert also earned the Certified Financial Planner® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Away from work, Robert enjoys spending time with his wife, Lynnelle, whom he married in 2018, and his two sons, Robert Jr. and Theodore. A member at the Bayview Yacht Club, he also likes sailing, bowling, playing card games, and watching the Detroit Lions, his favorite team since he was six years old.