Robert began at Blue Summit in 2014 and is now a Partner of the firm. His focus is discovering our client’s unique financial needs and delivering a sound financial plan around responsible investment options. Most importantly, he oversees that your life goals are addressed through an ongoing and dynamic process, and that you feel financially and ethically secure with your investments and the services we provide. Robert earned his CFP® certification in 2023. As a Certified Financial Planner™ practitioner he is held to a high level of fiduciary responsibility.