Robert joined Laurus Wealth Management as a Financial Consultant in 2024, bringing over 22 years of experience in the financial services industry. In his prior role at CUSO Financial Services, he worked closely with clients aiming to build and manage their investments as part of comprehensive financial plans.
Robert attended Clark College and College of the Siskiyous, where he studied Accounting, Business, and Fire Science. He also holds the professional designations Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®).
Robert’s focus involves building long-lasting relationships with his clients and walking hand in hand with them throughout their financial journeys. His open-door policy and passion for the client experience has facilitated a close working relationship with many of his clients. He firmly believes that sticking to a long-term plan and making adjustments when necessary can help anyone work towards their financial goals.
In Robert’s personal life, he enjoys outdoor activities such as backpacking, fishing, and competing in triathlons. Robert has finished the Ironman Triathlon multiple times. He also greatly enjoys food and wine, especially while traveling.
Robert is very community-focused, and he is currently engaged with the Board of Directors for the Northwest Association for Blind Athletes. He has also served as a board chair for the YMCA and as a President for the Rotary Club of Metro Sunset.
Robert grew up in the Portland area and has lived in Vancouver for the past 30 years. He enjoys spending time with his wife, Sherri, and daughter, Lauren Elizabeth.
CRPC conferred by College for Financial Planning.