Bob has been serving clients in the financial services industry for the past 22 years.
His dad died at 59 without having planned for the financial future of the family. This created stress for his mom while putting her in a precarious financial situation.
Having lived through this situation where planning was not a priority, he started on his quest to become educated first for himself, and then provide that education to serve his friends, family, and clients so they did not have to go through similar experiences.
Having always been an independent strategist, Bob has enjoyed the flexibility of choosing the best opportunities to meet his clients’ individual needs. This knowledge provides alternatives to traditional planning options to achieve their lifelong goals and objectives.
He works with them in a team approach to protect, save and grow their finances while minimizing the effects of government taxation, wall street greed and fees, and the negative impact of interest from the banking industry.
His earlier executive background as a vice-president of operations and global supply chain in corporate America and the publishing industry provides a solid discipline regarding the planning, implementing, and measuring appropriate strategies to consistently improve results.
When not helping clients, Bob enjoys spending quality time with his wife, Cindy, daughter Abby, and son-in-law Tyler as well as serving Christ in various leadership roles at his church.
Bob looks forward to serving your needs as well!