ASSOCIATE PLANNING ANALYST
Robert is a Planning Analyst with Mosaic whose duties begin with the initial onboarding of a client. His responsibilities include the gathering, processing, and review of a wide variety of tax, legal, business, and financial data. This data is then used to develop balance sheets, entity maps, and cash flow models that serve as the foundation of our customized financial/business plans. Robert began working at Mosaic as an intern in summer 2019 and joined the firm full-time in summer 2020 after graduating with a Bachelor’s in finance from Texas Tech University.
Originally from Midland, Robert moved to Houston to join Mosaic. Outside of the office, he enjoys museums, hiking and being out on the water.