With over 25 years experience as an attorney and financial advisor, Bob has been helping his business and individual clients plan for their financial futures in a way that is designed to best meet their personal goals. Bob is proud to be working for a firm which has the interests of its clients first, and without any propriety products. This allows him to create unbiased solutions for his clients with the design of portfolios focused on conserving principal while providing maximum return.
Bob graduated from The Kellogg School in Business at Northwestern University and the University of Illinois Law School, where he was an Assistant Editor of the Law Review.
Bob presently is a lecturer on Estate Planning; Retirement Distributions and Income Planning; Creating Lifetime Income, Charitable Gifting and Portfolio Construction at the Academy for Lifelong Learning at Lone Star College, The Woodlands, Texas.
Bob and his wife are active in their community and serve on the boards of various charities. He most recently was the founder of the Harmony Charter of Ambucs, an organization designed to help children and adults with disabilities.
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