Bob has been in the Financial Services Industry for over 40 years, earning a reputation as a highly-skilled and knowledgeable professional in the strategic and tax-efficient deployment of wealth and cash flow. After joining CFS in 1996, he has continued to demonstrate his passion for helping clients build, protect, and distribute their wealth more effectively by focusing on financial strategies rather than the products. Bob has made it his mission to guide his clients away from financial devastation during wealth-eroding events and move towards increased wealth, retirement cash flow, tax savings, and protection for the future.
Bob is a sought-after speaker and trainer within the industry, working to provide education and development resources for new agents. His ability to work one-on-one with producers of all levels, helping them to reach new markets and new levels of production, has make him an invaluable asset. Bob was on the development team of field training for The Living Balance Sheet®, authored the LBS Training Manual, and currently serves as a member of the LBS National Training Faculty.
In his down time, Bob enjoys golf, fishing, and boating, along with spending time with his wife and three children.
Bob’s accomplishments include:
- Presidents Council
- MDRT’s Court of the Table
- Guardian Praetorian Award
- Centurion Award
- Presidential Citation Award
- Guardian Executive Committee
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian CA Insurance Licnese #0I17191 AR Insurance License #730387