Bob began his financial planning practice in 2006 with Osaic FA (formally Lincoln Financial Advisors) and has made it his mission to assist his clients in meeting their financial goals. Bob specializes in helping clients determine and meet their investing, retirement, and estate planning needs.
On September 11, 2001, Bob was working in the Twin Towers. He was fortunate to survive, and the experience profoundly impacted him. In the aftermath of the attacks, he saw firsthand how people came together to support each other. This experience inspired Bob to become a financial planner to help others achieve their financial goals and secure their future. It taught him the importance of resilience, compassion, and helping others.
Bob earned a bachelor’s degree in finance from York College of Pennsylvania and played on the men’s lacrosse team. Bob currently holds the Chartered Retirement Planning Counselor designation.
Bob resides in Haddon Township, NJ, with his wife, BethAnn, and their three children, Brennan, Jilly, and Andi. Bob is a sports enthusiast and enjoys coaching his children’s teams across various sports, and he always looks forward to their annual summer trips to the Jersey Shore!