About Bob
No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!
Areas of focus
Credentials & background
Designations
LUTCF
Clients served
IndividualsYoung ProfessionalsFamiliesMedical ProfessionalsTech Professionals
Regulatory
- Firm CRD #5685
The firm
Prudential
Our Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
12312 Olive Boulevard, Suite 300, St Louis, MO$1.45T assets under management