Senior Investment Consultant
Bob uses more than 20 years of financial experience to help make sure you are in the best possible financial situation. Working together, he helps you make sound financial decisions consistent with your comfort level, investment timeline and goals.
Whether you are in the position to start small and grow, or evaluate and build upon any existing financial plans, Bob will assist you along the way. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically Bob will work with you to review your situation and make adjustments as needed.
Bob received his bachelor's degree from Indiana University. He has been FINRA registered since 1998 and is Life and Health Insurance licensed.
Check the background of Bob on FINRA's BrokerCheck.