As the founding partner in the firm, Bob is responsible for:
- Overseeing overall management, compliance, marketing and operations
- Conducting initial consultations
- Presenting financial plans and investment strategies
- Managing and facilitating client meetings
- Delivering ongoing financial advice
- Business Development
Bob is a LPL Registered Principal and has been in the financial services industry for over 40 years. He has been a member of LPL’s Chairman’s Club or Council for most of his 26 year career with LPL.* He is consistently recognized for outstanding client service. Connecticut Magazine recognized him as one of the top 50 advisors in Connecticut in 2009 based on both quantitative data (assets & revenue), and qualitative data (compliance records, client retention & customer satisfaction). From 2012-2013 and 2015-2017, Bob has been recognized as a 5 Star Wealth Manager, which account for 13% of advisors in Connecticut. This award was based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the list of Five Star Wealth Managers. He has been serving the public in his own practice since 1984, providing comprehensive tax and financial planning services.
Bob is a University of Connecticut alumnus, graduating Magna Cum Laude with a B.S. in accounting. Prior to forming his own business in 1984, he was employed by three national CPA firms, with his last position as a manager with Coopers & Lybrand. Bob is a member of the Financial Planning Association. Bob is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant. He currently serves on the Town of Farmington Retirement Board and a Past Treasurer and Board member of Wampanoag Country Club, and he was the former Finance Chairman for the Greater Hartford Open (GHO). Bob is a fan of UCONN athletics, an avid golfer and lives in Farmington with his wife Carol. He is thrilled to be serving his clients alongside his children, Jennifer & David. He also can be found spending time on the Rhode Island shore with his 4 grandchildren.
*These distinctions are based on an annual production ranking of registered financial advisors supported by LPL Financial, and represents less than 6% (Club) or 2% (Council) of the firm’s advisors nationwide.