Hello! My name is Robert, people that know me call me Bob, but family and close friends call me Bobby. Son of Richard and Shirley, I’m a proud native Toledoan. I graduated from Roy C. Start High School and attended the University of Toledo. I have two wonderful children Valerie and Brian that reside in Toledo. My sweetheart Dede and I married in 1992, and we have been happy to be a part of the Sylvania community since 1994. Dede and I have two terrific sons. Andy is enrolled in the College of Engineering at the University of Toledo, and Casey attends Sylvania Northview High School.
Professionally, I had a distinguished career in building materials working for one company for 29 years. How did I get into investing? While there, in the 80’s, as the manager, I was asked to assist the employees to consider investing into their 401k. A new concept at the time, I was all about it. Fascinated with the options of selecting investments that would benefit my family and my future I found it intriguing. I've been passionate about investing ever since. When it was time to move on, I did. With the housing bust of 2007 I made the choice to follow my passion, investing. No one that knows me is surprised that I did. I started with a fine company, received my license six weeks before the market crashed and subsequently decided that being a truly Independent Financial Advisor was best for me and the families I am honored to help. Please review the brief video on the value an independent advisor offers you, on my home page. The AAMS designation I earned, stands for Accredited Asset Management Specialist. It’s to show that I am committed to continuing to deepening my knowledge in my profession.
As a member of Sylvania community I am quite active. I belong to the Sylvania Chamber of Commerce, I volunteer at the Sylvania Senior Center, I've coached in the Sylvania Recreation Programs. I still play in the Sylvania Senior Softball league and in a Co-ed league at Pacesetter Park. As a Sylvania Moose member I participate in the horseshoe league there. Additionally I currently am a Better Business Bureau member, an Advisor to the Board of the Professional Remodelers Organization and a charter member of BNI Platinum Partners. I have also received the Volunteer Excellence Award when I served on the Alumni Board of Sigma Phi Epsilon Fraternity at the University of Toledo.
You’d be surprised to know that I have bowled 5 ~ 300 games in my lifetime.
I love that I can help families in a very meaningful way. I want you to know it’s very humbling when someone entrusts me with their life’s savings. It’s something I take very seriously. I certainly would enjoy learning more about you, your family,as well as your goals, concerns, dreams and your aspirations. That is precisely why I named my business All About You Investment Solutions.
Lastly, everyone should know that The Financial Industry Regulatory Authority “FINRA” offers a free tool; “BrokerCheck” is to help investors research the professional backgrounds of brokerage firms and brokers, currently or formerly registered with FINRA. Here is a quick link to my information: http://brokercheck.finra.org/Individual/Summary/5324823