Bob brings over 40 years of experience in the financial services industry as a Financial Planner, Tax Practitioner, and Employee Benefits Consultant. He is a member of the National Society of Tax Professionals.
Additionally, Bob is the past President of A Mother's Kiss a not for profit organization dedicated to the families of childhood cancer patients in the New York and Long Island areas.
Bob enjoys golf (although it doesn’t always enjoy him), traveling, and spending time with good friends and family.
Responsibilities
Bob’s responsibility is to coordinate the activities of our highly trained associates and business partners. Each member of our team is experienced in the various disciplines associated with effective financial planning.
In addition, Bob has received advanced training in Retirement Planning, Investment Designs, and Taxation issues for individuals and small companies.