As a Registered Representative, Robert assists the lead advisors at Horizon Financial Group in reporting and planning for both existing clients and new prospects. Assisting with many aspects of client services, he analyzes client data and prepares financial plans and investment strategy updates for clients.
Prior to joining Horizon in 2021, Robert received a Bachelor’s degree in Actuarial Mathematics from Southeastern Louisiana University. He currently maintains his SIE and Series 7 securities registration.
As a former college athlete, he enjoys keeping up with college and professional sports, as well as spending time with family and friends when outside the office.