Bob has been involved in the financial services industry since 1969. He brings a wealth of knowledge and information to his clients through financial planning strategies. His professional dedication and commitment to excellence offers creative financial planning in the context of personal caring relationships. Providing you with peace of mind is his primary goal. The areas of practice that Bob has focused on include estate, trust and retirement planning, investment sales, implementation of life insurance policies including long term care products and tax planning. Bob has a Bachelor’s degree in Accounting from The Pennsylvania State University. He holds these designations: (CPA) Certified Public Accountant, (PFS) Personal Financial Specialist and (CFP®) Certified Financial Planner. He holds Series 7, 63 & 65 licenses and is an IAR (Investment Advisor Representative) of 1717 Capital Management Company, a Nationwide Financial company.