Professional

Robert has been successful in the financial services industry for over 20 years.  He has a diverse background and experience in designing and managing complex strategies for both the corporate and military sector.  He is a graduate with honors from both the University of Miami, with a BBA in Business Management, and from the University of Redlands, California, where he earned his MAM in Management, with emphasis on strategic planning.  Robert served as an officer in the U.S. Army where he learned the value of leadership, problem-solving, detailed analysis, creativity and decision-making.  His accomplishments earned him notable recognition with the Department of Defense prior to him beginning his financial services career in 1987.

Robert began as a disability income specialist with a leading carrier working with agents and brokers in South Florida.  He later established his own practice in 1991 working primarily with the clients of accounting, law, and pension firms, as well as property and casualty agencies.  He was recruited in 1995 by the South Florida Group of the Northwestern Mutual Financial Network to be a specialist in support of its Financial Representatives in the area of business and disability income.  His practice has evolved to not only working with his clients but he also consults and supports other Financial Representatives' efforts with their clients.   Through his unique approach to financial management, Robert has assisted numerous accounting and law firms, closely held businesses, and affluent individuals and families.

Robert and his team are particularly proud of their accomplishments, especially their level of client relationships and retention over so many years.  He is a multi-year recipient of the National Quality Award (NQA), the National Sales Achievement Award (NSAA), and is a qualifying member of the prestigious Million Dollar Round Table (MDRT), recognized internationally as the standard of excellence in the sale and service of financial products.   He is also a member of The Northwestern Mutual Forum, which represents the top 4% of Northwestern Mutual Financial Network representatives. 

Associations and Memberships

Member of The National Association of Insurance & Financial Advisors (NAIFA), The Northwestern Mutual Forum, Latin Builders Association (LBA), Cuban American Certified Public Accountants (CACPA) and the St. Thomas The Apostle Emmaus Ministry.  

Education