Bob has spent more than a quarter-century helping people achieve their Retirement Goals. He is fully cognizant that each person’s retirement journey is unique and should be custom tailored to their journey and family story. Bob's passion lies in Helping People Build the Retirement they Desire and Deserve.

Bob grew up in Philadelphia active in sports as well as being a paperboy for The Evening Bulletin, learning life and the importance of planning lessons. He graduated from Cardinal Dougherty HS where he was co-captain of the basketball team.

Bob attended Drexel University. He holds Bachelor's (BS) and Master's (MBA) degrees from Drexel’s highly ranked LeBow School of Business. He holds a Certificate from Victory Bible College as well.

Bob was an instructor at Drexel on Finances while earning his MBA. Upon graduation from Drexel MBA, he obtained a position with Ernst and Young (EY), one of the Big 4 International CPA Forms, as a CPA in their Tax and Audit Departments.

Bob draws upon his financial education plus two decades of professional planning experience to listen, then create customized plans for his valued clients.  Bob's analyses and recommendations pull together all aspects of your financial situation, covering everything from taxes, financial planning, and fringe benefit planning to business continuity and estate conservation.

What makes Bob's service valuable is that he can put those recommendations into action. He works with your accountant, attorney, and other advisors to help you get the retirement results you want-“The Retirement You Desire and Deserve”.

Bob lives in Marlton, NJ with his lovely wife Maria, their two wonderful sons, and their family dog Ricky. Bob has coached Soccer and Basketball there and all are very active in the community and schools. They are a sports and nature-loving family. While his wife Maria, is a Seattle Seahawks fan, he and his sons are huge Philadelphia Eagles.