TOS50 Member Details
7 years 5 weeks
MA, MBA, MDiv, CFP®, AIF®, EA
Chief Advice Officer at People's Financial Advisor. Bob holds three Master's degrees: an MBA from Ohio State University with a major in capital markets; an MA from the University of Wisconsin-Madison with a major in Hebrew and Semitic Studies and a minor in Linguistics; and an MDIV from Wisconsin Lutheran Seminary.
Bob and his clients have been quoted in numerous printed and online publications including The Wall Street Journal, Smart Money, Kiplinger's Personal Finance, Money Magazine, MSN Money, the Columbus Dispatch and Columbus Business First. TV appearances include the WCMH Channel 4 News. Bob was ranked Most Experienced Financial Advisor by BusinssWeek.
Bob holds numerous credentials, licenses and memberships, including: NAPFA Registered Personal Financial Advisor, National Association of Tax Professionals (NATP), Certified Financial Planner®, Registered Investment Advisor and Accredited Investment Fiduciary®.