About Robbie

As a financial professional, I assist clients and participants with education to help them achieve their personal financial goals. My goal is to provide participants with the knowledge to help them make sound financial decisions.

I have been in the financial industry and retirement plan services since 2003.  My process includes a review of your participation in employer-sponsored or voluntary benefits as well as an in-depth evaluation of outside financial strategies that you may have in place or are looking to add.

Life and Health licensed in Texas 
FINRA Series 7 and 66 securities registrations
Bachelor of Science (B.S.) in Agribusiness - Texas A&M University

In my spare time my hobbies include fishing and photography.  I try to volunteer and give back when needed in my community and I'm a past president of our local Rotary club.