Recently retired, Bob has been a guiding force for clients navigating the complexities of financial markets since 1996. Throughout his career, Bob made a significant impact by helping countless pre-retirees and retirees plan for lifetime income as well as various other financial goals so they can enjoy the futures they envision. His dedication and personalized approach earned him the trust and gratitude of his clients, many of whom have benefited from his expert guidance and unwavering support. Bob was pleased when his daughters, Marci Moore and Elyse Loeser, followed in his footsteps as financial advisors. He is especially proud to have worked alongside them, seeing firsthand that they embody his same commitment to clients.

Bob holds a BS in Business Economics and Public Policy from Indiana University and a Master of Regional Planning degree from Cornell University. He further honed his expertise by completing the Raymond James Institute of Investment Management Consulting program.

In retirement, Bob continues to give back to his community by volunteering on several boards, including YMCA Camp Carson and Meals on Wheels. He and his wife, Phyllis, enjoy an active lifestyle, often found biking, playing tennis, or spending quality time with their family, especially their seven beloved grandchildren.