Bob’s goal is to help his clients get financially organized and put them on the right path to brighten their financial futures. By taking the guess work out of their current situations, Bob can help assist his clients in identifying where the gaps might be in their current plans and help them identify and focus on how to accomplish their specific goals.
Bob entered the financial services industry in 1971 after returning from Vietnam where he served as an Artillery Officer and Forward Observer. He later served as a Battery Commander of an Artillery unit in the Ohio National Guard.
Bob obtained his Bachelor of Business Administration (BBA) degree from Ohio University and has continued his professional development by earning the advanced Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), Retirement Income Certified Professional (RICP), and Certified in Long Term Care (CLTC) designations.
He is a board member of the Charlotte Chapter of the Society of Financial Services Professional (SFSP) organization. He is also involved in the Veterans community helping to support the non profit organization Veterans Bridge Home (VBH).
Bob has conducted Successful Money Management seminars at Queens University, as well as other financial education seminars to include Aiming for the Ideal Retirement, Long Term Care, and Financial Strategies for Successful Retirement.
He has been a resident of Charlotte since 1983,and resides with his wife Claire. He is a father of 3, step father of 2, and grandfather of 8. When not spending time with his family, he enjoys playing golf, and cheering for the Carolina Panthers and Charlotte Hornets. Bob is also a Eucharistic Minister at St. Matthew Catholic Church.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS)