Bob is a Managing Partner & Financial Advisor at BenchMark Wealth Management. Prior to BenchMark Wealth Management, Bob worked with individuals, families, and business owners at Charles Schwab & State Farm. Bob has a BSBA degree in Finance from Robert Morris University, graduated from The College for Financial Planning, and holds the Chartered Retirement Planning Counselor (CRPC®) designation.
As a trusted Advisor, Bob’s inherent passion and drive is to help others meet their financial planning goals. “I work side-by-side with my clients. Their life goals drive the ultimate solutions we implement.” Bob’s holistic approach includes maximizing retirement & social security income, investment management, and protecting his clients through advanced planning strategies. Bob has also completed higher level training in Social Security claiming strategies and creates plans for his clients around the three key phases of social security income planning.
Bob and his wife Caron are blessed with two wonderful children, Joshua & Mary Alice. As a family they enjoy many activities together. Caron enjoys the water, whether it be the beach, lake or mountain stream, Joshua enjoys any activity that includes a bat, ball, hoop, or net, Mary Alice thrives in dancing and gymnastics, and Bob’s favorite activities usually include being outdoors with his family and friends.