Navigating the ever-changing economic and market landscape can be a
daunting task for investors. Market cycles, geo-political events, market
volatility, media commentators and the like can easily ramp up investor
emotions and distract investors from staying the course. As an educator
and coach Bob’s disciplined approach helps his clients stay on track.
Bob believes in a balanced, long-term approach, weighing risk and reward
to achieve a client’s investment and estate planning goals. Careful
consideration of a person’s objectives, time horizons, and tolerance for risk
are essential in developing an appropriate strategy tailored to the individual
needs of each client.
Bob holds a series 6, 63, 7, and a Series 24 General Securities Principals
license. Securities licensed in: AZ, FL, GA, IL, IN, LA, MI, NY, TX, and WI.
Bob is also licensed with the state of Wisconsin in Life and Health
Outside of the workplace Bob volunteers on several Christian ministry
boards serving the inner city of Milwaukee and the incarcerated. Bob
volunteers as a Board Director and Treasurer for Wisconsin Inmate
Education Association (WIEA). Wisconsin Inmate Education Association is
the project manager and funder for an in-prison Bachelor of Arts in Biblical
Studies curriculum located within the walls of Waupun Correctional
Institution. Partnering with Trinity International University WIEA works
toward the moral transformation of the hearts of inmates, positively
impacting families and communities. //wisinmateedu.org/
Additionally, Bob serves as Board Secretary for S.O.N. Ministries, a prison
ministry non-profit located in Waukesha, WI. Through S.O.N. Ministries
Bob facilitates weekly bible studies for incarcerated men at the West Bend
Previously Bob served as an active board member for Hope Street
Ministries located at 26th & Capital in Milwaukee. Bob has served terms as Board Treasurer for The Milwaukee Outreach Center (TMOC) and Hope Street Ministries, both located in Milwaukee, WI.
Bob also serves on the Department of Corrections Council for Offender Re-
entry for the State of Wisconsin.
Bob receives no compensation of any kind for these volunteer activities.
Bob and his wife reside in Waukesha and have two sons.
Securities offered through HARBOUR INVESTMENTS INC.. Member