Hi, I'm Robbie!
I started Roots Financial Planning to serve dental families just like mine. Here is a bit more about me and my family.
- My wife Adrienne and I met on the swim team at the University of the Incarnate Word.
- We currently live in San Antonio, TX.
- We have two cats Paloma and Patchouli.
- We love to make pizza on the weekends.
Education & Experience
Candidate for Certified Financial Planner Certification (CFP®)
Certified Student Loan Professional (CSLP®)
Previous experience at ETRADE, Earnest, and investment firms.
