Robert Gardner, CEPA joined the financial services industry in 2000. Prior to joining this industry, Robert was a successful business owner. His previous experience shaped his passion for working with business owners to help them fully understand the importance of several key planning areas that often are overlooked. Robert then helps those owners to implement the appropriate strategy to meet their goals.
Robert provides comprehensive exit/succession planning, key employee retention, employee benefits, executive benefits, and legacy planning services. He uses a discovery process to identify financial goals and objectives, analyze information, and evaluate options available to his clients in order to deliver customized solutions.
Robert received his Bachelor of Business Administration degree from the University of Texas, Austin. He has earned his Certified Exit Planning Advisor designation (CEPA), Certified Financial Educator designation (CFEd®), and his Life Underwriting Training Council Fellow (LUTCF).