Bob continues to work closely with clients to guide them toward achieving their investment goals. His strong investment planning background allows him to develop personalized strategies that are in alignment with their objectives and comfort level.
Bob has helped people invest since 1982. He is a Chartered Financial Analyst, member of the CFA Institute and the CFA Society of Seattle. He began his professional career at Smith Barney, Harris Upham, where he worked for thirteen years. Following a merger that changed the focus of the firm, he moved to A.G. Edwards in 1995 and remained there for fourteen years, until the firm was acquired by a bank.
Bob graduated Cum Laude from the University of Washington with an Economics Degree in 1981.
A member of the Bellevue Sunrise Rotary Club, Bob has lived in the Seattle area since 1968. His home is in Bellevue with his wife and two children.