Navigating the ever-changing economic and market landscape can be a daunting task for investors. Market cycles, geo-political events, market volatility, media commentators and the like can easily ramp up investor emotions and distract investors from staying the course. As an educator and mentor, Bob’s disciplined approach helps his clients stay on track.
Bob believes in a balanced, long-term approach, weighing risk and reward to achieve a client’s investment and estate planning goals. Careful consideration of a person’s objectives, time horizons, and tolerance for risk are essential in developing an appropriate strategy tailored to the individual needs of each client.
Bob holds a series 6, 63, 7, and a Series 24 General Securities Principals license. Bob is also licensed with the state of Wisconsin in Life and Health Insurance.
Outside of the workplace Bob volunteers on several Christian ministry boards serving the inner city of Milwaukee and the incarcerated. Bob volunteers as Board Director and Treasurer for Wisconsin Inmate Education Association (WIEA). Wisconsin Inmate Education Association is the project manager and funder for an in-prison Bachelor of Arts in Biblical Studies curriculum located within the walls of Waupun Correctional Institution. Partnering with Trinity International University, WIEA works toward the moral transformation of the hearts of inmates, positively impacting families and communities. https://wisinmateedu.org/
Since 2017 Bob has also served on the Department of Corrections Council for Offender Re-entry for the State of Wisconsin, a Gubernatorial appointed position.
Bob receives no compensation of any kind for these volunteer activities.
Bob and his wife reside in Waukesha and have two sons.