Bob brings 20 years of Financial Services experience to Raleigh Wealth Solutions. Most recently, he spent 12 years at Fidelity Investments assisting families with their holistic planning needs focused on investment strategies and tax-efficient income planning.

Bob holds his Series 7 and Series 66 licenses and is a Certified Financial Planner™. He also obtained his MBA in Finance from Thunderbird School of Global Management in Phoenix, AZ. He transitioned his career from corporate finance to financial services 20 years ago as he made his move to Raleigh NC.

Bob volunteers as a board member for Triangle Youth Music (TYM) where he assists with the strategic and financial direction of the organization. TYM has been providing opportunities for kids in the Triangle area to participate in orchestras, ensembles, and jazz bands for the past 40 years.

Bob has been married to his wife Paula for 38 years and together they have 3 children Krista, Natalie, and Adam who have or are still attending colleges in the Raleigh area. They also have 2 cats, Splanky and Topsy, that they adopted from Second Change Pet Adoptions. Bob and Paula homeschooled their children, and Paula continues to support the homeschool community providing honors courses in the sciences.

In his free time, Bob likes to spend time with the family playing tennis, camping at the beach or mountains, and working on projects round the home. He does get his hands greasy, helping his son with vintage car renovations and frequenting car shows.