Bob has been an advisor for over 50 years and is a Registered Representative with Kestra Invesment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. . Formerly a “Drexel University Engineer”, Bob received an MBA degree from Temple University in 1971. He has a diversified business background, having previously worked in the food industry, serving customers in the deli business, the Army Corps. Of Engineers as a Civil Engineer, Ingersoll Rand as a pump and compressor Sales Application Engineer, Philco-Ford Company and then General Electric Company as a Quality Control Engineer.
As a result of this training and experience, he is able to understand the personal needs of many different individuals and businesses. His expertise is in Business Planning for Business Owners, Retirement Planning and Wealth Management. He works comfortably with clients in many industries and professions, as well as with other advisors, such as Accountants, Attorneys and Property Casualty insurers.
Bob best enjoys developing “Tax Advantaged” plans designed to meet the needs of his clients. He provides the service to help protect families and businesses in the event of premature death, disability or "living too long and outliving income".
He specializes in the design, implementation and servicing of many different types of Qualified Retirement Plans, such as IRA’s, Profit Sharing Plans, 401K Plans, Pension Plans, as well as the more “tax advantaged” “Cross Tested Plans”.
Along with that, he manages the investment accounts for over 500 clients, utilizing sophisticated money management techniques to help maximize long-term return, with minimizing overall risk.