Bob is a former managing partner of Central Ohio Financial Mgmt. Group. He was one of the two co-founders of the planning group and has over 30 years experience in the financial services industry. He is a graduate of Columbia University with a BA in Economics.
Bob is an accredited IA (investment advisor) plus holds the financial/insurance degree designation of CLU(Chartered Life Underwriter) & ChFC(Chartered Financial Consultant) from the American College. Bob specializes in the area of retirement planing, working with many retirees and pre-retirees. He also works with small business owners providing employee benefit packages including group health and pension plans.
Bob also gives back to the community - he has been on a number of community boards including his local hospital board and he is a former Madison County Commissioner. He currently serves as the State Representative from the 74th district in the Ohio House of Representatives.
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