One of the owners of Johnnycake Financial and 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 30-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, Paul Harris Fellow 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. He has two grown sons Justin and Brandon. Bob enjoys golf and working out.
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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.
Raymond James does not provide tax or accounting services.