Hometown: Mitchell, SD
Education: Master’s in Business Administration, Certified Financial Planner
Experience: Financial services industry for over 40 years
Community Involvement: Mitchell Baseball board for 25 years and Davison Rural Water board for 22 years
When you are dealing with people’s wealth management, you had better know your stuff. And Robert does, like the back of his hand. With over 40 years of industry knowledge and experience, Robert is able to provide clients with expert advice to guide their decisions.
Reflecting on his favorite thing about working for CorTrust, Robert notes their core values. “CorTrust values giving back and that is important to me. We are encouraged to get involved in our communities to make them a better place,” explained Robert.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individual who successfully complete CFB Board's initial and ongoing certification requirements.