Robert Overbeck
Client Service Specialist
Robert strives to make each day better than the last for his clients. That means continuously learning and working tirelessly to help them exceed their financial goals.
Robert joined Golden Reserve in 2025, bringing with him a well-rounded financial services background. His prior experience includes work for regional and global firms specializing in investments and insurance. He is SIE certified and holds Series 7, Series 63, and Life and Health Insurance licenses.
Robert is a graduate of Ohio University, where he earned a bachelor’s degree in business administration with a minor in finance. He also holds a certificate in Financial Planning. His favorite pastimes are playing rugby and hanging out with his wife, Kylie, and dog, Boone.
