Bob brings more than 30 years of experience to financial planning, insurance and wealth management. Bob is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Chartered Life Underwriter®, and Chartered Financial Consultant®. In addition, Bob holds multiple securities registrations including FINRA Series 6, 7, 63 and 24 registrations through LPL Financial, and state Life & Health Insurance and Property & Casualty licenses.
As is a member of the National Association of Insurance and Financial Advisors (NAIFA), Bob has served as President for the Chicago Region in 2002-2003. In 2011. In addition to his accolades, Bob was the recipient of the NAIFA Leadership Life Award based on dedicated service to the NAIFA membership and the industry and is a member of the Financial Services Institute.
Bob is a graduate of the University of Illinois where he obtained his Bachelor of Science degree in Political Science. He lives with his wife Jill in Mundelein, IL. Together they have four children. Bob remains active in his community, serving on the board of Carmel High School and the Chicago Sports Leader. Bob is also a Pastoral Council Member for the Archdiocese of Chicago. He enjoys coaching and watching a broad range sports, and is an avid reader with a preference for works on history and leadership.