Robert Stephens joined Beard Insurance in an Advisory role in 2018. Robert's 29 year career has included various roles in sales, sales operations, finance and business development in various industries including financial services, healthcare and medical technology, I.T. technology and telecommunications software. Robert has over 8 years experience advising clients on investing, retirement and estate planning. Robert earned a BBA in Finance from Texas A&M and an MBA from St. Edward's University. He holds the C.L.U designation from The American College in Bryn Mawr, PA.