Bob is a CERTIFIED FINANCIAL PLANNER™ professional and holds a variety of securities registrations and insurance licenses. Prior to establishing his practice with EFS, Bob spent eleven years as a wealth planning advisor with Sagemark Consulting and Sagemark Private Wealth Services. Bob’s areas of expertise include Lifetime Financial Planning, Investment Management, Business Owner Planning, Wealth Transfer, and Estate Planning. His clients include a variety of business owners, executives, and entrepreneurs, both active and retired, and their families. Bob previously served as an investment portfolio manager with Olson Mobeck & Associates, an investment advisory firm in Rocky Hill, CT. He enjoyed a fifteen-year career in several client-oriented, financial services positions prior to his service with OMA. Bob received his MBA from The Wharton School at the University of Pennsylvania in 1984. He graduated Magna Cum Laude from the University of Connecticut in 1979 with a BA in Economics.
Bob resides in Essex, CT with his wife Alison.
Bob is supported by Client Relationship Manager Kim LaFrenais.