Bob joined our firm in 2000, soon after its inception. He primarily serves the financial needs of families and individuals. With both personal experience and professional education, he focuses on senior living, planning, the retirement income process to include timing, and management.
He is a graduate of Old Dominion University (B.A. Economics) and the University of West Florida (MPA in Public Administration). After a successful career as a Naval Aviator, retiring as a Captain, Bob has continued his education with the American College of Financial Services. He has earned designations as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and a Chartered Advisor for Senior Living (CASL).
He is a graduate of the Chamber of Commerce Lead Hampton Roads program, former board member and treasurer of the Southeast Virginia chapter of the Alzheimer’s Association, and both an elder and Sunday School teacher in his church. He enjoys kayaking and traveling with his wife Bonnie when he is away from the business.