“I dedicate myself to making the lives of those I work with more fulfilling, joyous and prosperous -- to understand the hopes, dreams and aspirations of the individuals, families and businesses I serve.”
Bob is a dedicated Financial Professional with over 25 years’ experience who works with individuals, families and business owners to help them build and protect wealth. Using a process which integrates a wide range of wealth solutions to organize his clients’ financial world, Bob helps his clients integrate their individual solutions into a consolidated, comprehensive plan. Potential outcomes after completing the process include:
- Wealth Management
- Asset & Income Protection
- Tax-efficient Strategies
- Cash Recovery Strategies
- Education Funding
- Retirement Income Strategies
- Estate Planning
- Charitable Planning
Bob also has extensive knowledge in the area of business planning:
- Buy-Sell Planning
- Employer & Employee Benefits
- Retirement Planning
- Group LTD, Dental & Vision
- Business Succession Planning
- Key Person Planning
- Medical Insurance
Bob is a repeat qualifier of the Million Dollar Round Table (MDRT), a designation reserved for the top financial service and life insurance professionals worldwide. He resides in Salem with his wife Guille and has three adult children and two grandsons, Adam and Ethan. When Bob is not working, you will find him at an Autocross driving his 1984 Porsche Carrera, going to a Red Sox game or with his Nikon taking photographs of just about anything. Bob earned his BA from University of Massachusetts.
Registered Representative of Park Avenue Securities, Special Agent of Guardian. CA Insurance license #OB60440.