Bob’s primary responsibilities include relationship development, strategy, vision, opportunity recognition, and addressing unique situations requiring special attention.

Specialties
Bob’s greatest ability is to fully understand the unique individual concerns of his clients and related complex planning issues. Embracing an integrated approach and working cohesively with advisory team members, Bob helps his clients to crystallize their core values, and develop customized solutions that contribute to the fulfillment of their objectives.

Over the course of his career, Bob has helped guide and been involved in many aspects of inter- and intra-generational planning and planning for organizations. He has successfully addressed various complex issues, both financial and non-financial. This includes helping to define missions and goals, as well as the design and implementation of strategies to achieve these objectives.

Bob’s clientele include: ultra high net worth individuals ($10 million +), members of their families, professionals, executives, members of senior management teams, family office executives, entrepreneurs, retirees. These accomplished clients expect and require superior service, expert advice, meaningful long-term relationships, and an “outside the box” thought leader.

Education and Professional Designations
B.S. degree (major in Business Administration)
University of Illinois, Champaign-Urbana, Illinois

Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
The American College, Bryn Mawr, Pennsylvania

Industry and Community
Bob is Chairman of the Corporate Community Advisory Board (CCAB) - LINKS, a non-profit organization. Bob has served on numerous committees and advisory boards of insurance companies throughout the United States. Additional activities include public speaking.

Personal
Personal interests include: family, mentoring, philanthropy, tennis, paddle tennis, bicycling, travel, photography, coaching, strategic planning, and a commitment to life-long learning.