Bob is responsible for assisting in the execution and delivery of the firm’s insurance and financial planning services, which includes case design and product due diligence. He has over 35 years insurance and financial planning experience. Prior to joining KB Financial, Bob was a vice president of product development and an agency manager.
Bob, a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC), graduated with an MS degree in Management from The American College and a BBA degree from The College of Insurance, St. John’s University School of Risk Management. Bob and his wife have two grown children and reside in Hazleton, Pennsylvania.