Bob has been in the financial services industry since 1995. Bob started his career at Equitable/AXA as an advisor in 1995. After 2 years Bob went independent to enhance the client experience. Presently Bob is a Registered Representative and offers financial products through CFD Investments. Bob currently holds Series 6, 63, Life, Health, Property & Casualty, Long-Term Care, and Medicare Supplement licenses.
Bob is the current president of Exceptional Children’s Charities, a 501(c)(3) non-profit charity that helps children with special needs in the South Suburbs of Chicago.
Bob was a charter member and helped development of the Chicago Southland Association of Heath underwriters.
Bob is a past President of the Chicago Heights Lions Club
Bob is a past President of the Chicago Heights Builders Club
Bob was named as a “Top Wealth Manager” by Chicago Magazine November 2010.
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.