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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.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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