As a financial advisor, Bob is adept at guiding clients towards prudent decisions about their investments, while creating customized financial plans that align perfectly with their goals and objectives. He enjoys cultivating close, long-lasting relationships with each and every client we work with.
Bob brings a diverse background with over 15 years of cumulative experience including an auditing role with Citizens Financial Group and a forecasting & planning role with CVS Health Corporation.
Raised in Rhode Island, Bob is a graduate of Villanova University where he earned his Bachelors of Science in Finance. In 2015, he and his wife, Kate, relocated to San Antonio with their two children, Abby and Ben, and rescue dog, Lily.
Bob is an avid golfer and enjoys spending time outdoors. He enjoys time with family and friends, and is a fan of just about any known competitive sport. He and his family are also members of Holy Trinity Catholic Church and active supporters of St. Jude Children's Research Hospital.