Bob has been in the financial industry for 20 years and currently helps his clients in all areas of financial planning including investments, insurance, taxes, estate planning as well as managing debt including mortgages and consumer loans.
Bob graduated from Plymouth State College with a bachelor’s degree in Business in 2001 where he majored in finance with a minor in mathematics. A few years later, Bob went on to earn his master’s degree in Financial Services “MSFS” from the American College and has also earned the exclusive Certified Financial Planner™ designation. In addition to earning the CFP® designation, he has also been an instructor in the course through the Kaplan program.
A Rhode Island native, Bob grew up on a golf course and played competitively for many years. While he is still an active golfer, Bob spends more time with his girlfriend Christine and his two boys Colin and Braylon skiing and riding dirt bikes in the woods behind their house in Amherst, New Hampshire. Bob is currently training for his first Boston Marathon in the fall of 2021 where he will be running to raise money for the #WhyNotDevin foundation to end DIPG, a rare form of childhood brain cancer that took the life of Christine’s 6-year-old son Devin.
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