Robert is a CERTIFIED FINANCIAL PLANNER® with more than 17 years of experience helping high-net-worth and ultra-high-net-worth families build, protect and steward their financial resources. At Lifeworks Advisors, he believes a meaningful financial plan starts with understanding what truly matters to clients—their vision, values and priorities. By asking thoughtful questions and taking the time to understand each client’s unique circumstances, Robert builds financial plans as individual as the people they serve—plans designed not just to manage wealth but to help clients reach their most important goals.

As a financial educator, Robert works closely with clients to integrate wealth preservation and tax-efficient strategies into every stage of the planning process. His comprehensive approach and technical knowledge have earned him the lasting trust of the families he serves, particularly during major life transitions such as retirement, the loss of a spouse, or divorce. His empathetic approach helps alleviate fear and brings confidence and clarity during these seasons of uncertainty.

Robert lives in the Chicago suburbs with his wife, Ashley, and their six children. A lifelong baseball fan who once worked in Major League Baseball, he recently completed a longtime bucket-list goal of visiting every MLB stadium. Outside of work, he enjoys traveling, reading, coaching youth sports, and staying active in his church and community.