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Bob is a CERTIFIED FINANCIAL PLANNER ™ professional who helps individuals and small business owners grow and protect their wealth with comprehensive goals-based planning.
As a graduate of Buena Vista University in Iowa, with a Bachelor of Arts degree in Business Management, Bob initially worked in the banking industry for nine years. He transitioned into financial planning, earned his CFP® designation, and has been serving his clients in the Fox Valley for the past 11 years.
Bob has lived in the Fox Valley for over 20 years with his wife Kim and their two sons. He is a previous board member of the Kaukauna Quarterbacks Football Club. Bob also enjoys traveling, hunting, golf, riding his motorcycle and spending time with his family.
CA Insurance License:4180689