With a focus on income management strategies and investment services, Bob enjoys applying his expertise to help clients pursue their goals. He also enjoys the personal interaction and the relationships he’s built with clients over the years. For Bob, his work on behalf of clients is a source of both personal and professional satisfaction.
Bob has completed The Chartered Retirement Planning Counselor℠ program of the College for Financial PlanningTM and has achieved the CRPC® designation. Bob earned the designation – considered the nation’s premier retirement planning credential – by demonstrating in-depth knowledge of the needs individuals face both before and after retirement. Today Bob uses this knowledge in helping clients plan for the future.
A native of Pennsylvania, Bob is originally from Baden. He attended Penn State University, where he earned a bachelor’s degree in liberal arts and business. Bob later received a degree in banking from the Community College of Beaver County, where he was recognized as an Outstanding Student by the College Trustees, and attended Bucknell University in conjunction with the Pennsylvania Commercial Lending and Banking Schools. Today Bob lives in Beaver with his wife, Patti. He is a member of the Rotary Club of Beaver and the Beaver Chamber of Commerce.