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 have been happy to call Sylvania “HOME” since 1994. We have two terrific sons that graduated from Sylvania Northview, Andrew and Casey.
I believe that my time spent as a businessman, daily evaluating ideas and suggestions, set’s me apart with the advice that I provide to you. Professionally, I had a distinguished career in building materials working for one company for 29 years. Why did I get into investing? While there, in the mid 80’s, as the manager, I was asked to encourage the employees to consider investing into a 401k. A new concept at the time, I was 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 2006, 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, receiving my securities registration in June of 2007. That was just weeks before the market crashed. Surviving that, ultimately, I decided that being a truly “Independent Financial Advisor” was best for me and the families I am honored to help. Please review the brief blue 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 at Pacesetter Park. I’m an activs 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 having served as mentor coordinator there. 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. My competitive spirit has lead my to play travel softball, where I'm known as 808! my jersey number. (ask me why)
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 and your goals.
Lastly, everyone should know that The Financial Industry Regulatory Authority “FINRA” offers a free tool; “BrokerCheck” 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