Bob served Northeast Ohio since 1980 and been in the financial industry for 50 years. Bob graduated from University of Baltimore with a double major in Marketing Sales Management and Advertising. Bob also served in the Pennsylvania National Guard receiving several citations.
He focuses on helping clients define their financial goals and assisting them with the development of a plan that will guide them to reaching their financial goals.
Whether you want to review current investments, survey your estate, assess the financial landscape for your business or plan for retirement, Bob can help you design a strategy that is suitable for you.
SERVICES:
- Investment Planning
- Insurance Analysis
- Financial Planning
- Retirement Planning
- Fee-Based Money Management
- Long-Term Care Planning & Placement
- Group Benefits
- Assistance with Medicare planning
LICENSES:
- Series 6
- Series 63
- Series 26
- Ohio Major Lines
FEE STRUCTURE:
- Percentage of Assets Under Management (AUM)
- Fixed Fees
COMMUNITY DEVELOPMENT:
Past Board involvement includes:
- Trustee of Leukemia and Lymphoma Society
- Co-founder and Coach of Revere High School lacrosse program
- Moderator of Bath United Church of Christ
FAVORITE THINGS:
Food: No cucumbers or green peppers, but EVERYTHING else is game, including pineapple upside cake
Movie: Thomas Crown Affair and Parent Trap
Book: Harry Potter
Pet: Cat
Vacation Spot: any place with the name Ocean City in it
As a child: When Bob grew up he wanted to be: Financial Services Industry
Quote: "If you think you can or you think you can’t you are right", Thomas Edison