Partner | Wealth Manager
Robert is a Partner and Wealth Manager at Kingsview Partners Casper, Wyoming office. Having spent most of his childhood in Casper, he graduated from the University of Wyoming with a degree in Finance and a minor in Banking. After completing college, he went to work for Wells Fargo, quickly advancing to the Financial Advisor role and ultimately to Vice President of Investments. He has been serving clients in the financial services industry now for 18 years.
Robert greatly enjoys navigating the complexities of personal finances and thrives on helping provide clarity to the investment and retirement plans of his valued clients. With a desire to put the interests of his clients first, he is grateful to now be aligned with a truly independent Registered Investment Advisory Firm. With no two situations the same, Robert is excited to continue building relationships in and around the local Wyoming community, discovering what is important to them and learning about their life experiences.
Taking a hands-on approach to financial advice Robert always welcomes the chance to discuss clients’ ideas, concerns and questions. Kingsview’s fee-based, independent platform allows him the freedom to truly provide a variety of services and client centric strategies. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals all for one fee.
Robert currently lives in Casper with his wife Christine of 15 years along with their two children, Druw and Caitlin. As a devoted baseball fan, he enjoys coaching his son’s team, and following the Colorado Rockies. In addition to camping with his family, hunting and golfing, his varied interests also include the benefits and challenges of CrossFit.