Robert helps clients in various life stages with their personal financial planning. He takes a holistic approach to planning, with a strong emphasis on retirement and employee benefits, particularly pension plans, 401(k)s, stock options, deferred compensation, and HSAs.

Robert truly enjoys helping clients prepare for a secure future. Prior to joining Dopkins, Robert spent his time teaching others by delivering seminars about retirement planning, employee benefits and financial planning. His areas of specialty include Social Security, Medicare, investment planning, education funding, income taxes, estate planning, high deductible health plans, and health savings accounts. He has a wealth of knowledge that he regularly shares with his clients to ensure they make the best decisions for their businesses, families, and legacy.

Education

• Bachelor’s Degree in Finance – Siena College