Robert co-founded Presidio Wealth Partners in 2023 and brings more than 25 years of investment management and financial planning experience in addressing the needs of high-net-worth families with a focus on entrepreneurs. He works with clients to develop personalized financial plans to help them reach their goals for retirement, investment, business succession, philanthropic, and wealth-transfer planning. Robert offers a family office experience by utilizing Presidio's partnerships with attorneys, tax professionals and in-house team of credentialed financial planners, and investment analysts to assist in all aspects of his clients' financial lives.
Robert graduated from Baylor University with a Bachelor of Business Administration degree in Finance and received his CERTIFIED FINANCIAL PLANNER™(CFP®) education from Rice University.
As part of his community involvement activities, Robert is involved in coaching youth sports, multiple missions focused on adoption, church planting, Bible translation, and Angel Flight. Robert and his family attend First Baptist Church in Houston.
Robert and his wife, Ronna, have two sons, Luke and Logan. Robert enjoys traveling with his family, multiple outdoor sports, and all things aviation.