Robert serves as a Tax Manager in the Family Wealth Services group, specializing in delivering tax compliance and planning services to High-Net-Worth Individuals and their businesses. He earned his Bachelor of Science from Texas A&M University and furthered his education with a Master of Business Administration from Lamar University. With over 10 years of public accounting experience, Robert is an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™, leveraging his expertise to seamlessly integrate tax compliance into clients’ comprehensive financial plans. Beyond work, Robert finds joy in staying active and traveling with his family.