As an Investment Advisor, Bob works with families and small business owners to develop and implement long-term financial strategies to help secure their financial independence. He works closely with each of these families and small businesses, including their accountants and attorneys, to ensure they coordinate and develop a plan best suited to help meet their specific needs. These customized strategies have allowed Bob to establish genuine, long-term relationships that span multiple generations of families. Prior to joining the Cetera Advisor Networks in 2006, for over 20 years, Bob had the honor to work with some of the finest money managers in the mutual fund industry. He has used that experience to help assist families and small business owners with retirement planning as well as prepare families to help protect and plan for unexpected financial challenges. Specifically, Bob helps his clients identify their future financial goals, develop a long-term financial strategy, and monitor their progress to pursue long term financial well-being.
Bob is a graduate of Western New England College where he received his BS in Government. He is FINRA Series 7, 6, 63, and 65 registered and is licensed for Life and Health Insurance.
Bob is active in his community. He lives in Lincolnshire, IL with his wife, Jodi.