Bob has been in the financial services industry for 29 years. Graduating from The King's College in 1985, he has enjoyed full-time helping clients achieve their financial goals ever since. Bob holds the Series 7, Series 63, and Series 24 securities licenses, as well as being a CERTIFIED FINANCIAL PLANNER (CFP®) certificant and a Certified Kingdom Advisor (CKA®). Specializing in retirement planning specifically in the context of biblically-based council, he has experience teaching and speaking to various groups on the topics of financial planning, stewardship, and legacy planning. Bob is also an ordained minister in the Christian and Missionary Alliance denomination. He and his wife, Laureen, live in Hudson, Ohio and are actively involved in the ministries of Destiny Church in Twinsburg. Bob serves as preaching co-pastor at the church.
One of Bob's favorite sayings is "life changes," and he loves the challenge of helping clients navigate those changes, whether expected or unexpected, and helping people become better stewards of their time and resources by means of a comprehensive and purposeful financial plan.