As the Senior Wealth and Retirement Plan Advisor, Robert helps clients in various stages of life achieve personal wealth management. Clients value his holistic approach to his work, which features an emphasis on retirement and employee benefits; he particularly focuses on pension plans, 401(k)s, stock options, deferred compensation, and health savings accounts. Robert is regularly sought after for his wealth management expertise from various news outlets, including The Business Review and WAMC.
Robert has a wealth of knowledge that he proudly shares with his clients. Prior to joining Affinity BST Advisors, Robert spent his time delivering seminars, where he taught others about the importance of retirement planning, employee benefits, and wealth management. His areas of expertise include social security, Medicare, investment planning, education funding, income taxes, estate planning, high deductible health plans, and health savings account management. Robert genuinely enjoys helping clients make the best decisions for their businesses, families, and legacies.
Originally from Glens Falls, Robert graduated from Siena College with a bachelor’s degree in Finance. He became a Certified Financial Planner in 1994 and earned his New York State Insurance License shortly after in 1996. He now calls Clifton Park home and is a huge Buffalo Bills and New York Mets fan. When Bob is not at work, you can find him on the golf course or tennis court or hitting the ski slopes.
"I enjoy using my background and expertise to help people with lifetime financial planning issues and decisions.”