About Bob
With nearly two decades of experience, Bob is a seasoned wealth advisor dedicated to helping individuals and families achieve their financial goals. He has a proven track record of working with a diverse range of clients, including retirees, executives, and entrepreneurs, guiding them through various stages of life and financial complexities. Bob understands that each client's situation is distinct and requires a tailored strategy. He is committed to being a trusted partner for his clients, providing clear, actionable advice that empowers them to make informed decisions.
Bob works with Focus Partners Wealth clients in our Phoenix and San Diego offices and originally joined us through our firm’s merger with HoyleCohen. Previously, he served as Director of Advisory Services, overseeing the Advisory Leadership Council, advisory teams, and the financial planning department.
Originally from Pittsburgh, Bob spent several years in Dallas, Texas, before making Phoenix his home in 2021. When he's not helping clients navigate the financial landscape, Bob enjoys spending time with his wife and two daughters and is often found on the sidelines coaching his daughters' sports teams or on the hiking trails around Phoenix.
With nearly two decades of experience, Bob is a seasoned wealth advisor dedicated to helping individuals and families achieve their financial goals. He has a proven track record of working with a diverse range of clients, including retirees, executives, and entrepreneurs, guiding them through various stages of life and financial complexities. Bob understands that each client's situation is distinct and requires a tailored strategy. He is committed to being a trusted partner for his clients, providing clear, actionable advice that empowers them to make informed decisions.
Bob works with Focus Partners Wealth clients in our Phoenix and San Diego offices and originally joined us through our firm’s merger with HoyleCohen. Previously, he served as Director of Advisory Services, overseeing the Advisory Leadership Council, advisory teams, and the financial planning department.
Originally from Pittsburgh, Bob spent several years in Dallas, Texas, before making Phoenix his home in 2021. When he's not helping clients navigate the financial landscape, Bob enjoys spending time with his wife and two daughters and is often found on the sidelines coaching his daughters' sports teams or on the hiking trails around Phoenix.