Core values are part of our DNA, both as individuals and as a firm. They do not change, no matter the business cycle.
Prior to joining Cohesion Business Advisors, Robert began his career as a Registered Representative with The Principal Financial Group, a Fortune 500 company, as a business market specialist concentrating in Non Qualified Business plans. Robert then moved to Lincoln Financial Advisors focusing on privately held businesses implementing estate and business planning to coordinate with Legacy plans and exit strategies. In 2003 he joined Goodrich Financial to focus on Qualified and Non Qualified plans and Investment Management for business owners and key executives ...