Meet the Team
Robert Podraza, AAMS®
President | Financial Advisor
bob@robertjamesinvestments.com
I'll begin by saying that my friends and clients call me “Bob”. I have been serving families and small businesses as a Financial Advisor for 10 years, and I have also personally built wealth for myself and my family over...
Tabatha Nieves
Service Associate
Tabatha became interested in the finance industry after completing her college externship and earning her Associate’s Degree in Specialized Business. She was Executive Assistant to two senior advisors of a Mass Mutual affiliate...
Read more

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.