Consultant | Tax Planning Specialist
Bob has been in the financial services industry since the early 2000's. An accountant by education, Bob was a career changer in his 40s looking for a way to make an impact on the lives of individuals. Over the years, Bob has developed a passion and specialization in retirement planning and tax planning for individuals and couples. He is a graduate from Carthage College in Kenosha, Wisconsin and he is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Bob is an avid golfer, a proud Grandfather (Grand'bob'), and all around family man. He's an big sports fan to all teams Wisconsin, he loves his Packers, Bucks and Brewers. He lives in Menomonee Falls, WI with his wife and their teenage son - soon to be empty nesters in the fall of 2022 for the first time in 30+ years.