Bob has dedicated his career to helping his clients solve their financial challenges and achieve their goals, be it developing their businesses, building and helping to protect their families’ futures, or enabling them to realize their long-awaited retirement dreams. This is accomplished by using customized, innovative plans based on safety, confidence and, above all, reassurance.
Bob’s financial advisory career started when an ad that read “Do you like to help people?” caught his eye. Answering that ad eventually led him to become the founding member of Stonebridge Capital Management, where as president and CEO he concentrated on helping small businesses, their owners, employees and families enhance all components of their financial plans. During his tenure from 1992 to 2011, Stonebridge grew to $296 million under management and founded seven other RIA firms.
Bob now focuses his efforts on building tailored retirement plans that coordinate investments with other critical strategies such as taxes, Social Security, health care, insurance and estate planning.
A financial professional who can offer investment and insurance products and services, Bob has earned his designation as a Chartered Financial Consultant (ChFC).
Bob has served as president of the Society of Financial Services Professionals and on the board of the New Jersey Colonials Hockey Club, Musconetcong Little League and Knights of Columbus. He has been a member of St. Michael’s Parish finance committee and was an adjunct professor at Fordham University. He also belonged to the Appalachian Bowmen’s Association and the North American Versatile Hunting Dog Association.
He treasures spending time with Kathy, his wife of over 34 years, and their six children and 10 grandchildren. In his free time, Bob enjoys all outdoor activities, working in his shop, and playing the bass guitar and saxophone.