Specialties
About Me
After a career on Capitol Hill in the US House of Representatives and working for some rapidly growing startups, Robert decided to combine his love of entrepreneurship and finance by starting a solo practice in 2020.
After four years of rapid growth solo, Robert and Kevin reconnected and joined forces to help bring their unique style of investing & planning all over the country with Foundry Financial. Robert specializes in working with his fellow entrepreneurs, executives and self-employed professionals and integrating their personal finances into their business planning. He loves to help entrepreneurs take control of their personal finances so they can focus on growing their business. Robert is a graduate of Louisiana State University and will be awarded the WMCP®️, Wealth Management Certified Professional designation at The American College of Financial Services in November of 2025.
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Interests & Hobbies
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Credentials
WMCP
Chartered Designations
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Disclosures
Foundry Financial LLC (“Foundry Financial”) is a registered investment adviser offering advisory services in the State(s) of California and the District of Columbia, and in other jurisdictions where exempted. By using this website, you accept our Privacy Policy. Website Content All written content on this site is for information purposes only. Opinions expressed herein are solely those of Foundry Financial LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites. Registration Information Foundry Financial LLC (“Foundry Financial”) is a registered investment advisor offering advisory services in the State(s) of California and the District of Columbia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Foundry Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Foundry Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.