Bob graduated from Duke University in the spring of 1987 and became securities licensed in the fall of that same year. He worked for four years with a CPA focusing on the design and funding of defined benefit pension plans and in 1991 founded an independent investment and insurance services company, Financial Marketplace, Inc.
Bob was a district manager with Tower Square Securities until it was acquired by Cetera Advisor Networks in 2013. Since the acquisition, he has been the Regional Director for the Millennium Region of Cetera Advisor Networks. The Knoxville office focuses on individual investment clients and their comprehensive financial planning. Similarly, closely held businesses are assisted with both qualified and non-qualified retirement plans along with business continuation planning.
He and his wife Michelle are very proud of their three children and three grandchildren. They enjoy time on the tennis court and any time spent with family.