As a former business owner, Bob recognized the need that business owners had for personal financial planning and business succession planning. In 2017 he decided to enter the financial services industry. His background in business gave him a unique ability to understand and relate to clients, especially when it comes to business transition planning. Bob’s clients’ range in size from mom-and-pop businesses to large corporations with 10,000 employees.
Bob resides in Randolph, NJ with his wife, Jean, and their black cat Spooky. They have three children and two young grandchildren who call Bob “Choo” and Jean “Mimi.” Although they lived in the Philadelphia market for 25 years, Bob never stopped rooting for the NY Giants and NY Yankees. Their family loves to travel, often to far-away lands to indulge in the history and culture of different societies. They split their time between New Jersey and Vero Beach, Florida where they love entertaining family and friends.