Bob has been a part of Union Wealth Management since 2012. Tasked with building the wealth team, he drives client experience in a way that positively impacts their lives. He feels very strongly about serving both Union teammates and clients, and continuing to build this amazing team.
As an Accredited Wealth Management AdvisorSM, Bob helps his clients capitalize on opportunities to preserve, build, and transfer their wealth. He considers it a great compliment when a client or family says "You guys get me–you truly understand my family and me."
Outside the office, Bob enjoys almost any recreational outdoor activity. He also enjoys spending quality time with his wife and children.
"I hope Union's heightened focus around client experience – constantly looking at what we do and what we create from a client's perspective - translates into optimized financial solutions tailored to their specific needs."
Check the background of this investment professional on FINRA's BrokerCheck.