Robert received Bachelor’s and Master’s degrees in Mechanical and Aerospace Engineering from Utah State University where he designed and built rockets and satellites. He was awarded the prestigious NDSEG Fellowship from the U.S. Department of Defense to pursue a Doctoral degree in Mechanical Engineering from Stanford University. His research included the development of software to simulate complex dynamic fluid systems using the world’s first teraflop supercomputer. He authored articles for prominent international scientific journals.

Following the completion of his Ph.D. from Stanford University in 1999, he joined TenFold Corporation where he worked with teams to provide mission-critical, enterprise software for Fortune 500 and smaller companies in industries including financial services, investment management, biotechnology, billing, communications, education, energy, government, healthcare, insurance, manufacturing, transportation, and utilities. After working extensively with numerous investment management and financial services companies, he completed his FINRA Series 65 securities license and co-founded his first Registered Investment Advisor firm in 2008. He subsequently founded White Pine Financial and received the Chartered Retirement Plans Specialist™ designation. Robert helps small businesses setup and manage 401(k) plans. He also guides individuals and manages their portfolios. He loves helping clients navigate the overly complex world of finance and investing to guide them to success in meeting their financial goals.