Bob joined Planned Results, Inc. in May 2005 as a Registered Investment Advisor Agent. He concentrates his practice on financial planning for individuals, families and small business.
Prior to joining Planned Results, Inc. Bob spent over 20 years providing employee benefit plans and products for small business, professionals and individuals, and has worked with over 400 businesses in this capacity.
Bob received a Bachelors of Science degree, Graduating Summa Cum Laude, from Syracuse University and has also earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College, Byrn Mawr, PA.
Bob has taught "Retirement Planning and Employee Benefits" course, a Board Certified CFP program through Medaille College and Bryant & Stratton on six occasions. Bob has been a guest on Financial Fitness with J. Daniel Pluff, He is a member of the Estate Planning Council of Central New York, has served on the council Board for several years and was President during the 2006-2007 year.
Bob resides with his wife, Mary Ellen, in Fayetteville, NY. He has 3 children, 2 grown with one in college, is a golfer and seasonal ticket holder for Syracuse University football and basketball.