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.

EXPERIENCE:
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.

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

INTERESTS:
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.

1516072-022021