Bob has over 30 years of experience in the financial services industry since graduating from Concord College with a BS Degree in Business Administration. Growing up in West Virginia, he learned that the value of hard work and the opportunity for success came with dedication, education, and caring about others. Bob realized early in his career that his passion was educating and helping people reach their financial goals by using a holistic approach.
Bob has surrounded himself with a team of caring and knowledgeable professionals focused on designing and implementing corporate and personal financial strategies for business owners, professionals, retirees and high-net-worth individuals. He holds FINRA Series 7, 63, and 65 securities registrations as well as the Virginia Life/Health/Annuity and Long-Term Care licenses. Bob is also an Accredited Investment Fiduciary holding the AIF® designation.
Bob and his wife Sandy live in Goochland where Bob is active in the community through Church and is appointed to the Citizens Transportation Advisory Committee representing Goochland County. He is also a past board member and supporter of the Central Virginia Chapter of the WVU Alumni and Friends, a member of the Society of Financial Services Professionals (SFSP) and was a past board member for the Richmond Board of Directors for the National Association of Insurance and Financial Advisors (NAIFA).
In his spare time, Bob enjoys working on his home, playing with their cat, Scamp, and cheering on the Mountaineers.
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Registered branch phone # 804-330-0711