Bob’s first career was as a Methodist Minister. This path began at Allegany College, through the Drew University Seminary, and culminated with a “Three Church Charge” in the Catskill mountains, where Bob was responsible for three church services each Sunday at different churches (ask him to tell this story, it’s a good one).  While he thoroughly enjoyed his Ministry, he found the world of business and entrepreneurship was his true field of endeavor!

While with New York Life, and later with the Acacia Group, he served in the capacities of sales representative, sales manager, training supervisor, advance trainer and branch manager.

Bob was a Certified Financial Planner® from 1985 to 2023, a Chartered Financial Consultant since 1983, and a Chartered Life Underwriter since 1976. Interesting enough, Bob taught and sat for each of these designations with his own students!  He held securities registrations as a Registered Representative-General Securities, and Registered Securities Principal.

Bob has a long history of being highly involved in his community.  Currently he serves as a Trustee of the Muhlenberg Hospital Foundation. In the past he was President & Founder of the North Plainfield Education Foundation, President of the Woodbridge Chamber of Commerce and a Trustee on the Board of the Watchung Ave. Presbyterian Church. Bob’s commitment to his work has led him to maintain active memberships in the Financial Planning Association, the Financial Services Institute, and the Social Investment Forum.

Bob is a proud veteran of the U.S. Army where he served as a chaplain’s assistant in Vietnam. He was recommended for a Bronze Star for Service and was ultimately awarded the Army Commendation Medal.  Until Covid arrived, Bob could be found most nights playing his trombone in the 18-piece Nostalgia Big Swing Band, the Westfield Community Concert Band and the Somerset Brass Quintet, and/or as a member, and substitute conductor, of his church choir.