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DLP Capital Partners’ Investor Success Manager

Robert is passionate about doing what is right for his clients and he strives to build long-lasting relationships with them. Robert’s drive to form relationships with his clients and his dedication to follow through has helped to propel his success with DLP Capital Partners..

Robert’s favorite core value is Execution & Excellence. “I identify most with this core value because to me, it means doing what you say you are going to do, with positivity and enthusiasm, which will make you distinctly stand out to your peers and more importantly, the customer,” he says. 

Q&A with Robert

What attracted you to DLP Capital Partners?

I started in the insurance and securities business in 1997 with a captive insurance agency. As I grew in the business and learned about products from competitors, along with regulation and compensation changes,  I decided to go independent in 2011. The proverbial “600 lb gorilla” in the room was the fact that I, nor anyone else in the insurance and securities world, had anything different to offer. Sure, it can be presented differently but at the end of the day, we all had the same “stuff”, but nothing different.  Knowing Don’s character, his leadership acumen, DLP Capital Partners’ track record, and the ability to offer real alternatives to my existing clients is what attracted me to DLP Capital Partners.

What are your greatest accomplishments? 

Professionally, I would say maintaining true, long-term relationships with clients. I have clients with established relationships for 20+ years. This is the result of doing what you say you’re going to do and doing the right thing 100% of the time. Personally, my wife and I had the blessing of caring for and raising our first child, Hope, who was born terminal. We had her with us at home for almost eight years and she passed in 2006.  Today we are blessed with twin girls, Lily and Hana, and a son, Luke. When people ask “how many children do you have?”, the answer is four, three with us and one in heaven.

What do you do when you’re not building relationships with investors?

Personally, I enjoy volunteering in the special needs community because it keeps life in perspective for me and makes me grateful for the things I am able to do! My wife MaryBeth and I also do volunteer work with the homeless. I also enjoy spending time with my family. Whether going to a sporting event, a concert, a beach trip, or just watching a movie, I cherish our moments together. I also like to get out and play some golf.

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