Robert Banas

Robert F. Banas has been in financial services since 2006. Starting as a Commercial & SBA Loan broker, Robert worked with borrowers that were seeking to build or expand their small businesses. As he migrated from lending services to investment advisory, he never lost sight of what small business owners and their families must endure to achieve their own vision of the American Dream. After a decade working with large Wall Street Firms, and guiding clients through an unprecedented economic shutdown from the pandemic, Robert decided it was time to get back to basics and focus on the individual needs of clients and their families. Without the large corporate structure, Robert is able (and proud) to provide a more personal approach to each client’s unique circumstances while offering those services at a greater value.