Bob identified an underserved need in today’s world for proper stewardship and guidance of wealth in order to prevent others from making poor financial and life decisions. As Bob witnessed, these decisions can have lasting impacts on people’s lives and their future generations. He strongly believes that people have the power to choose proper planning and selection of a good team of advisors. He and his team work to provide infinite opportunities to help you feel confident and secure via our virtual family office approach.
Education
Working hard to provide real value to individuals, families, and businesses, Bob holds the Certified Investment Management Analyst® (CIMA®) designation. This program is the only credential designed specifically for financial professionals who want to attain an advanced level of competency as an investment consultant. Bob earned a bachelor’s degree in political science from Denison University and went on to acquire his MBA from Babson Graduate School of Business.
Charitable Causes
Beyond his work as a Financial Advisor, Bob’s leadership extends throughout his continued community ventures. He is actively involved on the board of trustees for the following organizations:
- Cincinnati Zoo & Botanical Gardens
- Cincinnati Playhouse in the Park
- Anthony Muñoz Foundation
- Cincinnati Region Business Committee
- Cincinnati Red’s Hall of Fame Museum
Away From the Office
With a distinct love for Cincinnati, Bob lives in the area with his wife, Jenn. He also has two sons, Luke and Alex, and shares a love for singing with them. Bob’s passion for Cincinnati is reflected in his limited partnership with the Cincinnati Reds and, in his free time, he enjoys adrenaline-filled activities such as downhill skiing, horseback riding, helicopter skiing, and hiking.
CA Insurance License Number: 0H68832. Resident State: OH.