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Our Qualifications

Robert is a Certified Public Accountant, and Certified Financial Planner™. He has been practicing in the Poplar Bluff area for 30 years.

Core Beliefs:

I believe in abundance, not scarcity, and manage my clients’ wealth to bring potentially greater prosperity to all areas of their life.


I believe a consistent, insightful and disciplined system of wealth management provide clients with balance.


I believe in delivering personal service and am committed to my client’s well being throughout our entire relationship.


I believe in and support my clients’ dreams and visions; they inspire me and are my call to action.


I have my clients’ best interest at heart at all times.