Bob has been in the financial services industry since 1995 when he started his career at Equitable/AXA as an advisor. After 2 years Bob went independent to enhance the client experience. Presently, he is a Registered Representative, offers financial products through CFD Investments and holds Series 6, 63, Life, Health, Property & Casualty, Long-Term Care, and Medicare Supplement licenses.
Bob is the current Vice-President of Exceptional Children’s Charities after serving as President for the last 20 Years. Exceptional Children's Charities is a 501(c)(3) non-profit charity that helps children with special needs in the South Suburbs of Chicago. He is a former President of the Chicago Heights Lions Club, President of the Chicago Heights Builders Club. Through his efforts, he helped development of the Chicago Southland Association of Health underwriters.
In November 2010, Bob was named a “Top Wealth Manager” by Chicago Magazine.
In his own words: "As an independent Financial Advisor I enjoy the fact that we have no allegiance to any one insurance or investment company. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals".
Bob's whole family are educators and when he told his father that he was the only one not in the family business, his father replied, you are an educator, just not in a classroom.