Pre‑Retirement Checklist: What to Do the Year Before You Retire
February 4, 2026
Managing Director and Senior Wealth Advisor
Robert’s professional journey seamlessly blends individual excellence with exceptional team-building skills. While earning his Bachelor’s degree in Finance from Stephen F. Austin State University, he financed his education by managing a restaurant franchise — a role that honed his abilities in time management, leadership, and financial oversight. At Merrill Lynch, Robert quickly distinguished himself through […]
