Specialties
Investments, Brokerage Accounts, ROTH IRA's, Traditional IRA's, SEP IRA's, Simple IRA's, 401(k) Planning, College Savings, Stocks, Bonds, Mutual Funds, ETF's, Financial Planning, Profit Sharing, Life Insurance, Long Term Care Insurnace.
History
Established in 2002.
Robert became securities licensed in 2002. He was registered with ING Financial Partners until 2006 when he moved to LPL Financial.
Meet the Business Owner: Robert H.
Landing in this field didn't happen by accident. Growing up in middle class America, I watched my parents work hard but lack the guidance needed to secure a comfortable retirement. Realizing that retirement for them would be different than expected, I made a decision to become a Wealth Advisor. I felt this urge to help others along their journey to retirement in hopes of helping them avoid the challenges that my parents face. I am committed to helping people just like you create solutions for their retirement assets. I work closely with my clients to evaluate opportunities and navigate the current economic environment.
Born and raised in Salt Lake City, Utah by working middle class parents, I gained an appreciation for the outdoors and the recreation opportunities in my backyard, the Wasatch Mountains. I clear my mind and reduce my stress on my mountain bike in the summer, on my snowboard in the winter & with my guitar year round. I find myself extremely fortunate to be surrounded by