About Robert
When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.
Areas of focus
Credentials & background
Clients served
IndividualsFamiliesTech ProfessionalsMedical Professionals
The firm
Prudential
By investing in growth businesses and markets around the world, delivering industry-leading customer and client experiences that blend human touch with advanced technology, and creating the next generation of financial solutions, we will serve the diverse needs of a broad range of customers and clients.
3205 SW 140th Street, Oklahoma City, Oklahoma, 73170$1.45T assets under management