Professional Experience

With more than 20 years of financial management experience, Robert leads the firm’s Financial Services department. He provides solutions for clients stemming from life-changing events such as the purchase or sale of a business, job changes, marriage, divorce, the birth or adoption of a child and the loss of loved ones.

Areas of Expertise

  • Financial Services
    • 401(k) rollovers
    • Asset management
    • College planning
    • Estate planning
    • Financial planning
    • Insurance consulting
    • Retirement planning
    • Senior services

Education and Certifications

  • University of Dayton, Bachelor of Science, Education
  • John Carroll University, Executive Certificate Financial Planning

Awards, Honors, and Recognitions

  • Cleveland Five-Star Wealth Manager, 2015
  • Leadership Lake County Program Graduate
  • Skoda Minotti/Growth Partnership Leadership Program

Community Involvement

Lake Health Foundation Board of Trustees

Disclosure:
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC, Skoda Minotti is independent of ProEquities, Inc.

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