About
Bob
Bob works with clients to develop personalized portfolios and financial plans tailored to each client’s goals and objectives. Bob joined Focus Partners Wealth in 2026, bringing with him experience garnered from his work at Kovitz and Telemus.
Throughout his tenure Bob has worked with many wealth advisors and has assisted in the management of the most sophisticated client relationships. Bob has also served as the alternative investment coordinator for private placement/alternative investments.
Bob began his career in the financial services industry at JP Morgan Chase. He currently serves as Treasurer of Her World Initiative (HWI), a nonprofit organization based in Ann Arbor. The mission of HWI is to support survivors of domestic violence, provide education, and lobby for improved legislation.
In his free time Bob enjoys playing golf, watching sports, traveling, and spending time with family and friends.
Education and Professional Milestones
-Central Michigan University – bachelor’s degree in business administration, with a concentration in finance
Bob works with clients to develop personalized portfolios and financial plans tailored to each client’s goals and objectives. Bob joined Focus Partners Wealth in 2026, bringing with him experience garnered from his work at Kovitz and Telemus.
Throughout his tenure Bob has worked with many wealth advisors and has assisted in the management of the most sophisticated client relationships. Bob has also served as the alternative investment coordinator for private placement/alternative investments.
Bob began his career in the financial services industry at JP Morgan Chase. He currently serves as Treasurer of Her World Initiative (HWI), a nonprofit organization based in Ann Arbor. The mission of HWI is to support survivors of domestic violence, provide education, and lobby for improved legislation.
In his free time Bob enjoys playing golf, watching sports, traveling, and spending time with family and friends.
Education and Professional Milestones
-Central Michigan University – bachelor’s degree in business administration, with a concentration in finance