Bob serves as a Retirement Plan Advisor with Wealth Advisory Group, Inc.
In his role as a Financial Advisor, Bob’s professional mission is to apply his expertise to help plan sponsors design and implement the highest quality retirement plans possible. Most importantly, he is committed to making a positive impact on the lives of the clients he serves by improving their chances for long-term financial success. Navigating the fiduciary obligations and complexities of managing a retirement plan is demanding and critical as retirement plan vehicles are at the core of a sound financial future. Plan sponsors are well served by partnering with a co-fiduciary advisor to ensure the best possible solution.
Bob spent 30 years at Vanguard serving the institutional retirement market. During that time, it became abundantly clear that many plan sponsors are not optimizing their benefits arrangements. He is delighted to have joined Wealth Advisory Group and believes a great opportunity exists to collaborate with retirement plan fiduciaries to find better alternatives. Whether for reasons of fees, fund selection or other fiduciary gaps, Bob is certain that there will be at least one significant, positive solution that Wealth Advisory Group will be able to offer to maximize the quality and success of a retirement plan.
Bob has extensive experience in leading both the institutional retirement and financial advisor arenas. His background includes roles in relationship management, sales, business development, strategic planning, and client services. He is adept at promoting business growth by deepening client partnerships, building trust, and engendering loyalty. He is currently a FINRA Series 6 and Series 63 licensed professional.
Bob graduated from Dickinson College with a BA in Economics and received an MBA in Marketing from St. Joseph’s University. He serves as President of the Board of Directors for the People’s Pantry which is dedicated to providing food and clothing to families during times of need.
Bob has two children, Tom and Elizabeth. He enjoys travel with family; is an avid swimmer, runner, and cyclist and has competed in triathlon and marathon events.