Robert was born in and currently resides in St. Charles. He has been with Legacy Wealth Advisors since January 2024. Robert earned a B.A. in Psychology from the University of Missouri-St. Louis (UMSL) and an M.B.A. from Southern Illinois University Edwardsville (SIUE). He has been involved in tax preparation since 2006.
His favorite aspect of tax work is creating confidence for clients through education and planning. Robert strongly advocates for utilizing 401(k), IRA, and HSA plans as straightforward methods to minimize tax liabilities while saving for the future. He has extensive experience preparing taxes for individuals, S-corporations, C-corporations, partnerships, and estates, and he is also skilled in helping clients resolve issues with the IRS. In his free time, Robert enjoys reading, cooking, and serving as a cozy spot for his two dogs.