From banking executive to fiduciary advisor — always putting clients first.
Robert's financial career began in 2002 at Wells Fargo Bank, where he rose from teller to Area President and Senior Vice President of Southern Idaho and Eastern Oregon by 2018. With a passion for investing, he founded Falconium Capital in 2018 to trade and manage his own portfolio full-time.
From 2019 to 2022, Robert coached others in trading and investing with Real Life Trading, sharpening his skills as a mentor and trader.
In 2025, leveraging his extensive banking experience and proven success in investing, Robert launched Stewardship Asset Management. Inspired by the parable of the three servants in the Gospel of Matthew, he and his team are committed to responsible stewardship — blending decades of financial expertise with a personalized, fiduciary approach that always puts your interests first.
