Bob has over 15 years of experience in the financial services industry in the areas of retirement planning, portfolio management, and securities analysis. Bob currently works with clients ranging from 501(c) 3 charitable organizations, corporate pension plans, and affluent individual investors. He is well versed in overcoming the challenges necessary to implement and maintain a successful investment plan.

Bob enjoys the personal relationships he has with his clients and gets great satisfaction knowing their financial needs are being met. Outside of work, Bob is active in the community and has volunteered with many local charities. He is an avid golfer, and when not in the office, Bob most enjoys spending time with his wife and young daughter.