Robert serves as a Paraplanner at Madison Financial Planning and is often referred to as our “Swiss Army knife” for the many ways he supports our team. He plays a key role behind the scenes, assisting in the preparation of comprehensive financial plans, providing administrative backup for client service needs, and coordinating with the various companies we work with to gather important benefit updates on behalf of our clients.
Robert graduated from the University of New Haven with a degree in Finance and brings valuable experience from his previous role with a financial services firm in Shelton, Connecticut.
He has strong ties to the Connecticut shoreline and is looking forward to relocating to the area in the near future. Outside of work, Robert enjoys boating and fishing, and proudly considers himself a bit of a tinkerer.