Bob develops solutions for individual clients, families, and businesses in order to help them pursue their investment and financial objectives. He follows a structured formula of identifying clients’ individual needs and goals and helps create an appropriate asset allocation model to fit each situation. He implements a customized strategy of investing, while monitoring a client’s portfolio on an ongoing basis.
Bob is Series 7, 66, life and health insurance licensed. He is a 1998 graduate of the Franciscan University of Steubenville. Bob currently lives in Akron, Ohio with his wife Gretchen and their ten children.