Bob has been in the investment advisory and financial planning business for over 30 years. He is currently a partner in the Sequoia Financial Group, offering holistic financial planning with a team of highly experienced financial professionals.
In addition to serving clients through his successful planning practice, he served as a Senior Executive Vice President for over 25 years. In this role, he was responsible for building one of the most successful planning organizations with over 70 financial advisors and staff managing over $2 billion of clients’ assets.
Bob currently resides in Clifton Park with his wife Susan. His daughter Lauren has joined him in the financial planning business. Bob’s son Kris works in Finance in New York City and his youngest son Sam studies Economics at Gettysburg College.
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Sequoia Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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