Personal

Community

Bob has served as President and Trustee of several organizations, including Virginia State President of the Leukemia and Lymphoma Society, where he was heavily involved with fund raising.  He has been a volunteer pilot with Angel Flight, flying patients in need of free transportation to medical centers and for Homeland Security in case of an emergency. He has 4 children and 5 grandchildren, and lives with his wife Wendy in Roanoke, Virginia.

Hobbies

Bob is an active pilot and glider pilot with commercial, multi engine, and instrument ratings and 4,000 hours flying experience. His hobbies also include exercising, fly fishing and golf. He has completed 4 marathons after the age of 60!

Focus

After serving in the Marine Corps and graduating from the University of Nebraska at Omaha with a B.S. in Economics. Bob continued advanced studies, and entered the insurance industry, with a focus on non-qualified plans, life insurance and corporate planning. Bob consults with the top management of public and closely held companies and with high-net-worth individuals.

Professional

My practice is focused on companies with 200 to 10,000 employees. In conjunction with the client's professional advisors, I arrange funding for Executive Benefit Programs, including Supplemental Retirement Plans, Phantom Stock or SAR plans, Split Dollar Plans, and Supplemental Disability programs. I also can assist in implementing group insurance benefits for all employees. I also work with high-net-worth individuals for life insurance and investments

Education

University of Nebraska, University of Nebraska at Omaha - Business (Bachelor of Science)

Here are my areas of expertise

Insurance Protection Strategies

Life Insurance Strategies

Multigenerational Planning

Business Planning & Succession

Business Risk Management

Planning for Special Needs

Estate Planning

Business Employee & Executive Benefits Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

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