Delivering an unparalleled depth of knowledge and insight into every client relationship. Bob has invested over five decades in the financial services industry all with the goal of guiding his clients to financial independence.
A clear, concise, and defined process is the key to successful wealth management. With that in mind, Bob and his business partner, Holly, designed and refined the Compass FORMula to give each client direction, guidance, and purpose.
Bob earned a Bachelor of Business Administration degree from the University of Toledo. His education and rich life experience guides his holistic approach to wealth advising, ensuring personalized strategies that reflect each client's unique circumstances and aspirations.
Beyond the office, Bob enjoys spending time on the golf course, traveling, and cultivating beauty in the garden. He served his country in the United States Navy during the 1960's and he cherishes time spent with his three adult sons and three grandchildren.