Robert Moritz
Managing Partner
In 1990 Robert Moritz entered the Insurance and Employee Benefit Industry. This career path was of interest to Robert because of his personal experience as the owner and operator of his own business and he learned the importance first hand of recruiting and retaining high quality employees.
Becoming an expert in the insurance, employee benefit and 401(k) planning arenas, Robert has been able to offer his professional knowledge to a large and varied client base in the Austin area. Robert has been able to skillfully and successfully adapt to the demands of an ever changing work force and economic climate.
Robert sold the first Health Savings Account Plan for United Health Care in the Austin, Texas area in 2005.
Not registered with AIC.