5 Maxwell Drive, Suite 100
Clifton Park, NY 12065


126 College Street, Suite 350
Burlington, VT 05401

(518) 373-7304

Bob began his financial planning career in 1986. He quickly ascended to a position of leadership; spending 25 years as the branch’s Executive Vice President. During his management tenure, Bob recruited, trained and managed as many as 90 financial professionals and support staff; transitioning a small, local office to one of the largest financial planning firms in the Capital Region with offices from Poughkeepsie NY, Springfield MA to Burlington VT. Bob retired from management in 2016 to focus exclusively on his personal financial planning and wealth management practice, in partnership with the members of Sequoia Financial Group.

Focused on educational and professional development, Bob holds his Charted Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. Bob also remains highly engaged in the capital markets, current events and investment planning process. Bob and his wife, Susan raised their three children in Clifton Park, NY and now reside in Lake George. They enjoy spending their time skiing, hiking, biking, attending rock concerts, traveling and relaxing on Lake George with their family and friends.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.



  • Grew up in the tiny town of Whitehall NY, which makes its claim as the birth place of the United States Navy
  • The “black sheep” of a large family with three generations of pharmacists and educators
  • Graduated from Plattsburgh State College over 60 years after my maternal Grandmother and Grandfather