Center Valley Office
Upon graduating with a Bachelor of Science degree in Finance from Bloomsburg University, Robert began his financial services career with a focus on helping business owners, professionals, pre-retirees, and retirees. He is a native of the Lehigh Valley and has spent nearly the last 20 years building his financial services practice and positive reputation in the community.
As the father of a son with Down Syndrome Rob has also developed a passion and skill in working with more complex situations that typically involve children and adults with special needs. Rob acts as an advocate for his families and as a financial coordinator bringing together the efforts of attorneys, accountants, and trust officers. He is licensed in PA to sell life, health, and disability income insurance. He has also acquired his FINRA (www.finra.org) Series 6 and FINRA Series 63 Registrations.
He is married with 4 children and resides in Center Valley, PA. He was a member of the U.S. Air Force and served our Country in Operation Desert Storm. Rob is also a member of NAIFA and the Eastern PA Down Syndrome Center (EPDSC).
Area(s) of Focus
- Insurance Strategies
- Investment Strategies