Selecting a financial consultant is one of the most important decisions you will ever make. My sound conservative guidance aims to help clients manage and preserve their retirement assets. I specialize in helping retirees, pre-retirees and families in the St. Louis area invest for all phases of their lives by striving to provide the highest level of independent and objective financial advice.
I grew up in Massachusetts, where I attended St. Joseph’s High School. I then when on to play collegian baseball at American International College where I graduated with a Bachelor of Science in Business Administration (BSBA). After moving to St. Louis I married my wife Peggy in 1988. We currently reside in Ballwin and are blessed with two children, Jackie and RJ. We are members of Holy Infant Parish. In my spare time, I enjoy golfing, watching my son play competitive weekend baseball and grilling on the “Big Green Egg”. I am a Master Mason as well as a Scottish Rite and Moolah Shrine member.
My firm has been working with individuals and businesses in the area since 1998 and our consultants are licensed through LPL Financial to sell a variety of investments and insurance products. As my client, I will provide you with clear, easily understood explanations of financial products and services. I believe my clients trust me to help them develop a personalized program that can provide a roadmap to working toward a more secure financial future.
We are dedicated to developing lasting relationships with all our clients. I’m looking forward to using my experience to help you pursue your financial goals.
Holds Series 6 and 63 registrations through LPL. Bob offers securities only and does not offer advisory services.
This LPL Financial registered representative may only discuss and/or transact securities business with residents of the following states: AR CO FL IL KS MA MO WI