What are your credentials?

Robert has earned the ChFC (Chartered Financial Consultant) and the CLU (Chartered Life Underwriter) designations awarded through The American College of Financial Services. Click here to see the rigorous coursework required to achieve this standard.

How Do I work With You?

The first step is to contact us through email or phone using our contact sheet.  We do not sell or share your information to any third parties.  This means only Robert or his assistant will call you to arrange a good time to talk on the phone or in our office in Brentwood.  If you are out of state, we use skype or web services to share our screen.