With over 40 years of industry experience, Bob has a deep understanding and commitment to providing clients with the resources they need to make financial decisions to help ensure their financial futures are as successful.  Bob specializes in working with family-owned businesses, becoming one of the first to hold the Certified Family Business Specialist (CFBS) designation from the American College. 

Additionally, Bob offers total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: Advisory services, retirement analysis and programs, estate strategies, employee benefit and retention services, and business continuation strategies.