Bob’s knowledge and experience, and dedication to personal attention set him apart as a truly unique financial advisor. His practice has concentrated on the fields of wealth transfer, tax efficiency and risk management. Bob’s unique approach focuses not only on the legal and financial aspects of his client’s plans, but also recognizes that planning is an emotional exercise with legal and financial consequences.
Bob holds professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He is certified by Empowered Wealth to share the concept of True Wealth with individuals and families. Long active in his community and professional organizations, Bob has served as president of both the Dayton Chapter of The Society of Financial Services Professionals and The Dayton Trust & Estate Group. He served on the board of Leave a Legacy initiative in the Miami Valley region. He is currently on the board of trustees of TA-WA-Si.