Bob is the founding partner in the firm, is an 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 28-year career with LPL.* He is consistently recognized for outstanding client service. In 2022 Bob was recognized as a 5 Star Wealth Manager putting him in an elite group of 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. He is a fan of UCONN athletics and an avid golfer. He 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 5 grandchildren.
*These distinctions are based on an annual production ranking of registered financial advisors supported by LPL Financial, and represent less than 6% (Club) or 2% (Council) of the firm’s advisors nationwide.