Since 1999, Bob has worked closely with clients to provide a personalized financial strategy to help each client comfortably understand and meet their goals. Bob will work with you directly to design an individual portfolio that will be based upon your unique situation, your preferences, your objectives and your goals.
His approach to Financial Planning is this: To start by completing a Financial Plan on each client to identify goals and assess your current situation. Bob will work very closely with you and your family to understand all areas of your life, to put together a portfolio designed to mitigate risk while helping to achieve your financial goals, and to constantly update and monitor your goals and success. His mission is to help his clients achieve financial comfort through professional advice, individualized planning and personal service. Bob’s services include:
Bob received his Bachelor's Degree in Business from Indiana University in Bloomington.
Bob is active in his church and loves spending time with his family.