Making a positive difference in his clients’ lives
Bob’s success as a financial advisor comes from his ability to actively listen to his clients. He takes the time to understand each customer’s dreams and goals, as well as concerns. Bob believes when you are empowered with a well-thought-out financial plan you experience greater confidence and are better positioned to enjoy life and assist others. Since 2001, Bob has had the privilege of working with individuals and families to help create sound financial plans for their futures. Through his years of experience and expertise, he can advise his clients on specific strategies to help strengthen their financial independence.
Bob’s dedication to giving back to his community is evident through his service on numerous committees and boards including Habitat for Humanity of Wood County, Boy Scouts of America, and the Bowling Green Pregnancy Center.
Bob is a graduate of Central Michigan University where he earned his Bachelor of Science degree.
Securities Registered: AZ, CA, CO, FL, IN, MI, NV, OH, TX, WA
Securities Registration: Series 6, 7, 63, and 66
Life and Health Insurance License: OH
Bob and his wife, Lee Ann, live in Bowling Green, Ohio. They have three children and seven grandchildren. Bob attends Dayspring Assembly of God, and he enjoys spending time with family, hiking, and playing golf.