For over four decades, Bob has helped clients navigate nearly every facet of the insurance and investment worlds. His primary focus is simple: build strong, lasting relationships while helping individuals and business owners achieve their financial goals.
Most recently, as owner and President of Penn Equity and Insurance Services, Inc., Bob focused on advanced life insurance solutions, retirement planning, portfolio management, and annuity strategies. He holds four securities registrations as a Registered Representative and is an Investment Advisor Representative. Bob also holds both the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College in Bryn Mawr Pennsylvania.
Bob remains dedicated to continuous learning so he can offer his clients the highest level of service and insight. If you ever have a question about your financial future, Bob is always happy to connect!