Robert joined Klamath Insurance Center in June of 2018 after spending the past 5 years working in the non-profit and government sectors. Most notably, Robert was the Executive Director of Basin United Soccer Club & Mike's Fieldhouse in Klamath Falls. Robert also served as the Local Public Safety Council Coordinator in Klamath and Lake Counties for the Association of Oregon Counties.
Robert has lived in Klamath Falls since 2011, when he moved from Pendleton, Oregon to attend Oregon Tech after high school. Robert studied Business Management - Marketing and has experience with marketing strategy development and research methods.
In 2020, Robert was awarded his Financial Paraplanner Qualified Professional designation from the College of Financial Planning. Individuals who hold the FPQPTM designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Robert is excited to be utilizing his background in a new way and looks forward help grow a local business, all while remaining client-focused and grounded in his values at work and at home.