Bob has been assisting his clients with their investment, retirement, estate, and insurance planning since 1981. When not engaging with clients, he enjoys spending time with his wife Diane, daughters Kristin and Rachel, and four grandchildren. As a lifelong drummer and percussionist, he often performs with other local musician friends. He also enjoys Italian cooking, wine, and travel.

Bob has been a serving leader within the industry over his professional career, including:

Past President of the Pennsylvania Association of Insurance and Financial Advisors
Prior member of the Board of Directors of the Pennsylvania Association of Insurance and Financial Advisors
Past President of the Alle-Kiski Life Underwriters Association
Former Editor of Keynotes, a publication of the Pennsylvania Association of Insurance Financial Advisors
Prior member and chairman of The Motorists Mutual Insurance Group “President’s Advisory Council.”
Served on Pennsylvania Insurance Commissioner Diane Koken’s Committee on Continuing Education for Licensed Producers
Served on Pennsylvania Governor Edward Rendell’s Committee for Financial Literacy
Bob is engaged with the following industry and civic organizations:

Society of Financial Service Professionals
National Association of Insurance and Financial Advisors
Leechburg Rotary Club (Past President)
Former chairman of the AKLUA Charity Golf Tournament raising funds for Western Pennsylvania School for Blind Children and Western Pennsylvania United Cerebral Palsy
Education, Designations & Securities Licenses:

B.S. Education, Indiana University of P.A.
Chartered Financial Consultant
Chartered Life Underwriter
Series 7, 6, 22 and 63 Securities Registrations
Insurance Producer Licenses for Life and Health Insurance
Specialties:

Retirement Planning
Financial Planning
Rollovers
Estate Planning
Education Planning
Life Insurance
Disability Insurance
Long Term Care