Bob entered the financial planning industry in 2001 and found his strengths in building client relationships and conducting financial analysis. As a CERTIFIED FINANCIAL PLANNER™ professional, his goal is to help his clients visualize, define, and monitor their financial goals.
Bob was fortunate to marry his wife Angi in 1999 and they are blessed with one daughter named Sage. He spent four years in the United States Navy and served in Desert Storm. He is an active participant within his church as well as other community organizations. He loves baseball, music, traveling and eating out. One of Bob’s biggest fears is complacency.