My Background

Bob is a Certified Public Accountant and LPL Registered Representative. He is a cum laude graduate of Babson College where he majored in Accounting and minored in Economics. He also has an MBA in Finance from Bentley College. He has spent years in both private industry and public accounting servicing a variety of clients in various industries. He uses his past business experiences and insight to help clients deal with the variety of challenges they face in today’s world. He holds the FINRA Series 6 and 63 licenses held through LPL Financial as well as the Massachusetts State Life and Health licenses.