Robbie is a Senior Financial Advisor with 21 years of experience currently serving the Brookfield and New Berlin areas. Robbie uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO Investment Services team in 2010, Robbie worked as a Financial Advisor with Merrill Lynch. He earned a Bachelor of Arts in Economics from the University of Dallas, in Irving, Texas. Robbie is a CERTIFIED FINANCIAL PLANNERâ¢ and holds securities licenses 7 and 66 held through LPL Financial along with his life, health and annuities insurance licenses.
Robbie is married with six children and is active in his community and Church, serving as a past Chairman of the Parish Council at his Church and current coordinator of the Men’s Group. He enjoys camping, golf and family road trips visiting relatives around the country.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.