For over five decades, Bob has guided his clients along the road to financial independence. He believes that a clear, concise, defined process is the key to successful wealth management. Bob and his partner, Holly, developed the Compass Process to give each client direction, purpose, and guidance.
Bob has a Bachelor of Business Administration degree from the University of Toledo. His education and experience have fostered his practical approach to wealth management.
Away from the office, Bob likes to stay active, playing golf, gardening and traveling. He served his country in the United States Navy during the 1960s. Bob has three adult sons and three grandchildren.