(518) 562-0224

Bob graduated from St. Michael’s College in Winooski, VT with a B.A. in History and a minor in Business Administration. He joined the investment firm, EF Hutton, in 1982 and later joined Paine Webber in 1984. In 1991, Bob became an independent financial advisor. He holds all relevant licenses to conduct business as a financial professional including the Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent State Law, Series 24 - General Securities Principal, and New York Life and Health. Bob has also received the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) in 1988. In the community, Bob has served on many boards over the years, and is currently active in Plattsburgh Rotary, Peru Lions Club, CVPH Foundation, and Pine Harbor Assisted Living. He is also serving as a member of the board at the Plattsburgh YMCA.