Bob joined SS&H Financial Advisors, Inc. in 1992, becoming a minority owner in 1999.
Bob earned a Masters of Business Administration from Wayne State University with a dual concentration in Finance and International Business. He earned his Bachelor of Arts degree in Economics with a minor in Finance from Oakland University, of Rochester Hills, Michigan. Bob was awarded the Certified Financial Planner (“CFP”) certification in March 2016 and in February 2020 he was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies.
Bob began his financial career at Security Bank & Trust. While there he was responsible for daily customer interaction as well as branch management issues, spanning over three regions and encompassing 18 branches. Transferring to the Commercial Loan Department, he became a Senior Analyst where his duties included detailed financial analysis of potential clients as well as preparation for weekly senior management review committees.
Currently Bob is the owner of SS&H and is responsible for portfolio management, equity research and compliance. Bob has always enjoyed the personal aspect of investment management. "working with our clients to help them meet their financial goals is the most rewarding part of being a financial advisor."