Bob has over 24 years of financial consulting and 38 years of tax and business planning experience.
He founded his Houston based accounting firm in 1981; and to meet his clients’ investment needs, he expanded his services to include financial planning in 1995. Today, the practice has grown to focus on total financial planning, a unique financial and tax planning approach, concentrating on the individual’s objectives, goals, and risk tolerances.
He offers personalized financial consulting to help his clients invest their assets while managing their financial risks. He is currently licensed to offer fee-based services, mutual fund products, fixed and variable annuities, long term care insurance, and life insurance to his clients.
Bob is a graduate of Point Park University with a degree in accounting and systems. He is a licensed Certified Public Accountant. Prior to opening his accounting practice, he worked in both the public and corporate accounting sectors.
Bob and his wife, Marianne, live in Houston and have 3 grown sons and 6 grandchildren.
He can be contacted at email@example.com and 724-344-0638.