Hi. I’m Robert.
I work with people who crave understanding but hate the uncertainty of today's global markets. I give them tools to turn complex financial data into actionable intelligence.
"It's the job that's never started as takes longest to finish." -J.R.R. Tolkien
I have 15 years of experience in National Security and Intelligence, managing high-stakes risks and enabling leaders to make informed decisions. My MBA focused on leveraging management skills to align with strategic outcomes.I thrive on taking the most complex information and making it clear, simple, and useful. I'm excited to apply my skills to the fascinating world of finance.
Outside the office I enjoy seeing the world with my wife and daughter, or more often than not, sitting by a pool watching my daughter swim. When not travelling to a meet, we love to see the world. My wife and I love exploring the Olympic Peninsula and are amazed every time we step outside to see the unbelievable scenery.
I am fortunate to volunteer with USA Swimming and to officiate swim meets for Port Angeles High School.
Some fun facts about me:
I am a classically trained French Horn musician and played with the Wichita Symphony Orchestra, before losing an audition the following year to my classmate, now my wife.
We lived in England for six years before moving to the PNW and I am a huge fan of visiting gothic cathedrals - Ely is my personal favorite.
My mom was a librarian and instilled in me a deep love of reading. I try to read as widely as I can but I really enjoy fantasy and Science fiction, with business and finance books in between.
Now that you know about me, let’s talk about what we can do for you.
Take the next step:
If this speaks to you and you think that we may work well together, call me at (360) 850-9713, or e-mail robert@upleftfinancial.com to schedule an appointment and we can talk about what comes next.