Robert is an Advice Director for USAA and a CFP™ professional. He is responsible for developing USAA’s advice and points of view for retirement planning, estate/trust/inheritance tax planning, charitable gifting, and the distribution of assets.

•He previously served as a USAA Senior Wealth Manager, with over 20 years of experience.

•Robert is passionate about helping folks from all walks of life achieve their best version of retirement security.