Robert Sousa

Robert Sousa

Executive Director

In addition to serving in the Army from 1993-1999, I have spent the last 20 years as an entrepreneur starting and growing businesses. I have learned almost every aspect of growing a business, and have excelled in the area of advertising and marketing. Despite working with hundreds of business owners, I have learned that no matter how good of a product or service you may have, it will never be profitable if you don't partner with the right people. That is why I have decided to partner with my family to help them grow the legacy of our family financial services company by helping advisors develop, implement and grow new strategies that allow them to serve more people in their communities.