Focus: Insurance Strategies, Investment Strategies
Robert has been working in the financial services industry for over 30 years and holds a Chartered Life Underwriter Designation, CLU®. He specializes in working with individuals and small to medium-size business owners to develop comprehensive solutions to many of the problems they face. Robert can help provide a sophisticated, yet straight-forward financial guidance through a holistic financial approach.
In early 2018, Robert and his two business partners founded Rock Creek Financial. The team’s collective skills, knowledge, and experience will help their clients better understand their current financial situation, discover ways to reach their long-term goals and ultimately achieve financial freedom.
Robert and his wife Nancy live in Sandy Spring, MD and are avid supporters of the Lymphoma Research Foundation. He and Nancy love spending time with their two children and daughter in law. In addition to family, Robert enjoys playing golf, sailing and painting masterpieces.
Check the background of this investment professional on FINRA’s BrokerCheck
530 Gaither Road Suite 350
Rockville, MD 20850