Partner, Director of 401(k) Advisory Services
Graduated from Niagara University with a dual major in accounting and finance in 2009. He is pursuing his MBA at Rochester Institute Technology. He currently holds his series 7, 63, 65 and Life and Health Licenses.
Bob has over 6 years in the financial industry. He has worked with 2 of the big 4 accounting firms in the Rochester Area including Deloitte & Touche LLP, and PricewaterhouseCoopers. He has worked in both the assurance and advisory services area, including audit and personal income taxes. Throughout college Bob worked with the Angelo Planning Group in different respects including fund research and creating model portfolio allocations.
Bob can be reached at (585)568-6927.
- "I believe that every client's situation is unique. There is not one cookie cutter solution that suits all needs and every client. I am here to help my clients build a concrete plan that incorporates all aspects of their financial picture. At the end of the day, I strive to make sure my clients are satisfied with my service and strategy implementation."