About
Robert
Robert collaborates closely with advisors to offer comprehensive client management and wealth planning support. His role focuses on delivering exceptional client service and strategic planning solutions to a diverse portfolio of high-net-worth individuals and families. Robert joined Focus Partners Wealth in 2026, having worked at Kovitz since 2024. Prior to that, he was an integral member of six wealth management teams at Fidelity Investments.
In his free time Robert enjoys exploring new restaurants and travel destinations alongside his wife Kirsten.
Education and Professional Milestones
-Southeastern University – bachelor’s degree
-Denver Seminary – master of divinity
Robert collaborates closely with advisors to offer comprehensive client management and wealth planning support. His role focuses on delivering exceptional client service and strategic planning solutions to a diverse portfolio of high-net-worth individuals and families. Robert joined Focus Partners Wealth in 2026, having worked at Kovitz since 2024. Prior to that, he was an integral member of six wealth management teams at Fidelity Investments.
In his free time Robert enjoys exploring new restaurants and travel destinations alongside his wife Kirsten.
Education and Professional Milestones
-Southeastern University – bachelor’s degree
-Denver Seminary – master of divinity