Robert is an acquisition entrepreneur and CERTIFIED FINANCIAL PLANNER™ specializing in the retirement industry. As Co-Founder of Strive Retirement Group, he focuses on corporate retirement plans, leveraging his experience from roles like CRO at Excel Wealth Management and National Sales Manager at Paychex.
He has a strong interest in how technology, particularly AI, is transforming productivity. Robert is also passionate about mentoring the next generation of financial advisors and has an appreciation for the sport of distance running and its pioneers.
Unique fact: He recently attended a university conference to connect finance majors with advisory firms for internships, showing his commitment to nurturing new talent.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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