With over 22 years in financial services and a degree in Finance, Bob helps individuals, families, and business owners find clarity and confidence in their financial lives. As a Certified Divorce Financial Analyst® (CDFA®), he partners with clients and divorce professionals to help them navigate one of the most complex aspects of divorce, the finances.​

Having personally experienced a financially complicated divorce, Bob has come through that chapter with resilience. He is an active, working, single dad with close relationships with his daughter and son, giving him both the technical insight and the empathy needed to guide others through the process. He is an expert in financial analysis and is uniquely skilled at providing steady guidance during emotionally charged situations like divorce. His broader expertise includes wealth management, retirement income strategies, and tax efficient planning, always with a focus on providing sound guidance through life’s transitions.