Designations and Licenses

Robert is a Certified Financial Planner™ professional, holds the American Bankers Association Certified Trust & Fiduciary Advisor designation and is a Department of Treasury Enrolled Agent.

Experience and Education

Robert has decades of experience working with families, endowments and foundations. Prior to joining Mariner, he owned Crosspoint Planning with a focus on holistic financial and tax planning. He was also previously the chief compliance officer and senior financial planner for HFG Wealth Management in The Woodlands, Texas. He developed integrated financial, investment, estate and tax planning strategies to help clients preserve and maximize wealth.

He holds a Bachelor’s of Business Administration in finance from the University of Texas at Arlington, and an MBA from the University of Houston.

Personal Interests

Robert enjoys spending time with family, traveling, skiing and is an avid antique book collector. He is a member of the Second Baptist Church of Houston and favorite charities include Katy Christian Ministries, the Shriners Hospitals for Children and the Wounded Warrior Project.