Bob’s expertise includes business, estate, charitable and life insurance planning. His successful approach to planning combines strong legal skills, extensive product expertise, sales experience and excellent communication skills. Bob employs a full range of sophisticated planning strategies to provide clients with custom results-based planning to meet their oftentimes complex objectives. He has been published in Leimberg Information Services, Inc., (LISI) Estate Planning Newsletter, the National Association of Estate Planners & Councils (NAEPC) Journal of Estate & Tax Planning, Estate Planning magazine, Probate & Property magazine, Trusts & Estates magazine, and the Journal of the American Society of CLU & ChFC and serves on the Insurance Committee of Trusts & Estates magazine.
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