Bob has been providing financial planning advice since 1991 and is the founder of the Lehigh Valley Investment Group.
A graduate of Bucknell University, Bob has also taken economic and finance courses at Carnegie Mellon and the American College. He is a faithful consumer of continuing education courses and seminars.
Bob is married with 2 children and lives in Lower Saucon Township. He enjoys traveling, fly fishing and attending local theater programs.
The Certified Life Underwriter (CLU) designation is given by The American College of Bryn Mawr, PA. The CLU designation signifies the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life.
The Chartered Financial Consultant (ChFC) designation is earned through The American College of Bryn Mawr, PA. The ChFC designation is awarded after the completion of studies related to comprehensive financial planning and to the beneficial application of insurance, investment and tax planning to work toward long-term financial goals.
The National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the (AEP®)
Bob has served as a board member on the Estate Planning Council of the Lehigh Valley and the Society for Financial Service Professionals, Lehigh Valley Chapter.
Bob is presently an executive member of the Lehigh Valley Consortium of Professional Organizations and a Trustee at Moravian Academy where he sits on the Executive Committee, Development Committee, Strategic Planning Committee and the Finance Committee.