As a CERTIFIED FINANCIAL PLANNER ™ professional, Bob offers in-depth investment and financial management that encompasses all aspects of an individual’s or family’s financial affairs, creating a cohesive strategy and plan designed to help achieve financial independence. During Bob’s 20-plus years in the financial services industry, he has focused on the development of client plans that encompass the stages of life from accumulation of wealth through retirement distribution.
He earned a bachelor’s degree in business and accounting from the University of Missouri. Bob is a member of the International Association of Certified Financial Planners, member of the Mentor Rotary Club and a member of the Lake Health Foundation Planned Giving Professional Council.
Originally from St. Louis, he currently lives in Concord Township with his wife, Kim and two boys – Justin and Brandon. When not watching his sons participate in their collegiate sports, Bob enjoys golf and weightlifting.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.