15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Robert has spent over 47 years providing financial planning, retirement planning and wealth preservation strategies to many individuals and businesses.
Originally from New York, Bob attended Belmont Abbey College in Belmont, North Carolina where he was a Dean’s List Student and Captain of the Baseball team. Shortly after graduation, he made Charlotte his home. Bob has served on the Board of Trustees of Belmont Abbey Collage also as past President of the Alumni Association. He is past president of the Athletic Association at Charlotte Catholic High School.
Bob is a Lifetime member of the Million Dollar Roundtable and a Certified Fund Specialist Designee. He offers seminars and workshops to civic, churches and businesses that openly declare the need for professional advice, want of a long term relationship and are seeking advice on investments, insurance and estate planning.
Bob and his wife of 51 years, Bernice, have three children and four grandchildren. They are active members of St. John Neumann Catholic Church where he serves on the Finance Council. In his free time, he enjoys time with his children and grandchildren, playing golf, traveling and quite hours at his home in the North Carolina mountains.