Since 1996, Bob has helped clients weather a wide range of financial markets. Today, he uses his knowledge and experience to help retirees and pre-retirees plan for lifetime income, while striving to minimize risk.

Bob earned a BS in Business Economics and Public Policy from Indiana University and a Master of Regional Planning degree from Cornell University. In addition, he has achieved the designation of Accredited Asset Management Specialist™ (AAMS™) and completed the Raymond James Institute of Investment Management Consulting program.

Bob enjoys volunteering on several community boards including YMCA Camp Carson and Meals on Wheels. He and his wife Phyllis enjoy being active outdoors together, and he particularly enjoys biking, playing tennis and spending time with family, especially their seven grandchildren.