Bob has been serving the financial needs of clients and their families for 20 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. As your financial advisor, Bob takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Bob works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.

With the support of PTG Wealth Advisors, Bob works diligently to help you develop both your personal financial plan and a detailed investment strategy. Bob’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Originally from Lakewood, Ohio, Bob graduated from The Ohio State University with a Bachelor of Science in Business Administration. Prior to joining Patterson-Turner in 2024, Bob worked for Ameriprise Financial for 12 years. Away from the office, Bob enjoys spending time with his family and watching and attending sporting events.