Robert Lee double majored and earned two Bachelors’ degrees in Finance and Accounting from Sam Houston State University. He has previous experience in accounting and implementation of International Financial Reporting Standards (IFRS) at Transocean in the oil and gas industry before moving to the healthcare sector with ZT Wealth. For ZT, he began in accounting and then progressed to financial analytics where he is known for his abilities in financial reporting, budgeting and forecasting, as well as quick analysis and financial modeling. Robert is a problem solver who focuses on the root issues of concern and ways in which to rectify these in order to improve future operations. For him, the overall success of ZT is the primary goal, and personal success can only result from achievements of the entire team.
Robert credits his achievements to the support of his family as well as his military service. The United States Marine Corps instilled in him a strong work ethic. A decorated veteran, Robert served in Kuwait and Iraq during Operation Iraqi Freedom. He is a volunteer for the Department of Veterans Affairs, as well as other veteran organizations and veteran network charities. It is this sense of professional, community and personal responsibility that has taken Robert to new heights in his career. He says, “I live my life and base my work off of ten two letter words: If it is to be, it is up to me.”