Bob has been in the financial services industry for over 40 years, earning a reputation as a highly-skilled and knowledgeable professional in the strategic and tax-efficient deployment of wealth and cash flow. Since 1979, he has continued to demonstrate his passion for helping clients build, protect, and distribute their wealth more effectively by focusing on financial strategies rather than on products. Bob has made it his mission to guide his clients away from financial devastation during wealth-eroding events and move towards increased wealth, retirement cash flow, tax savings, and protection for the future.
Bob is a sought-after speaker and trainer within the industry, working to provide education and development resources for both new and experienced advisors. He frequently presents to financial advisors and CPAs across the United States in both small group settings as well as “Main Stage” at large events and conferences. His ability to work one-on-one with advisors of all levels, helping them to better serve their clients, has made him an invaluable asset. Bob is on the development team for The Living Balance Sheet®, authored the LBS Training Manual, and currently serves as a member of the LBS National Training Faculty.
In his down time, Bob enjoys golf, fishing, and boating, along with spending time with his wife and three children.
