Bob opened the doors of SG Wealth Management in 2015 to help people navigate the complexities of the financial world. A full-time student of the industry, you can rely on him for the latest strategies to keep pace with the ever-evolving financial landscape. Bob takes time to understand what retirement means to you and rolls up his sleeves to develop a custom roadmap that can help you meet your vision. A fiduciary free from outside influences, he provides a truly objective and independent viewpoint on attaining your financial goals.
Bob has served in the financial services industry since 1990. His early years on Wall Street performing financial advisory work for major financial institutions led him to begin working with individual investors at Smith Barney in 2000. While there, he was recognized for three consecutive years with their Blue Chip Council award reserved for the top-10 percent of their advisors.
Bob earned a degree in Accounting from Rowan University, and holds a Certified Investment Management Analyst certification obtained through the University of Pennyslvania's Wharton School of Business. He is a New Jersey native and currently resides in Skillman, NJ with his wife of over 20 years, who works with him at the firm. The couple has three adult children, who Bob spent much time coaching in youth sports in their younger years. He now spends his free time working on his golf game, brewing beer at home, and volunteering at the Trenton Area Soup Kitchen (TASK). Bob is a U.S. Coast Guard veteran who served as a survival swimmer and on a drug law enforcement crew.