Senior Financial Advisor
Bob has been helping his clients through the planning process for over 30-years. Bob enjoys getting to know his clients so that he can advise them on what will work well for them based on their objectives.
With over 30 years of experience, Bob has been able to see his clients celebrate in the good times and had the privilege to guide them through very challenging times. Helping people through tough times because of the planning he has helped them with is one of the best parts of the job.
When Bob is not working he enjoys spending time with his family, volunteering in the community, and spending time outdoors. In the winter you can find him teaching skiing and snowboarding so that others can enjoy winter fun.