Senior Tax Manager
As an experienced tax manager, Robert makes it a priority to help protect clients’ wealth year-round – not just during tax season. He even welcomes the challenges that IRS examinations can bring, particularly when he can roll up his sleeves and dive into the nuances of tax law.
Robert has extensive experience in income tax preparation and planning, investment portfolio design, estate planning and retirement planning. He focuses on tax-saving strategies, including prospective opportunities to reduce liabilities. As part of the process, he tracks each client’s previous tax projections and the assumptions associated with each version. Being highly organized and taking a personalized and holistic approach to tax planning facilitates his in-depth analyses.
When he’s not working, Robert enjoys traveling and exercising.
CFA, CPA, CTP
Master of Science in taxation – DePaul University
Bachelor of Science in finance – University of Illinois
Bachelor of Science in business, major in accounting – Indiana University