Bob has a Bachelor of Science Degree in Business with distinction from Indiana University and he majored in accounting. He began his career in public accounting with Ernst & Young. He then worked in Lincoln Financial Group's home office for thirteen years, primarily as an Assistant Vice President in the Lincoln National Investment Management Company (LNIMC). Bob left LNIMC to pursue his desire to be a financial planner. He saw the benefits of financial management in the corporate world and wanted to help individuals, families, and business owners increase their financial strength. His background in corporate accounting, investments and insurance provided an excellent path to financial planning.
Bob is licensed to provide securities, insurance, and investment advisory products and services. He is a registered representative of Osiac Wealth, Inc., a broker / dealer and an investment advisor representative of Financial Planning Services, a registered investment advisor. He is an Accredited Investment Fiduciary. He held the CPA license for 29 years.
Bob’s passion is to help you with your financial goals and concerns. In his spare time he enjoys spending time with family, vacationing in the Sarasota, Florida area and exercising at the YMCA.