A CERTIFIED FINANCIAL PLANNER™ professional, Bob has over twenty years' experience as a full service financial planner with a focus on wealth management, retirement planning and insurance services for individuals and businesses. Bob started his career as an accountant with Coopers & Lybrand and later took a small distribution company public. After selling his company, Bob started his Financial Planning career at American Express Financial Advisors and is currently an advisor with First Allied Securities.
Bob works with individuals, families, and business owners to help them achieve their financial goals - so they can spend more time doing what makes them happiest. His mission is to help clients preserve the wealth that's taken a lifetime to build.
Bob is married to his wife Nancy and has two grown children.
Registered Representative with First Allied Securities, Inc. (FASI) and is not affiliated with BG Wealth Advisors.