Bob has been an advisor for his clients for over 25 years; he leverages his experience to better help his clients achieve their long term goals. He brings a unique blend of knowledge, experience, and resources to every client relationship.
"My sole purpose is to help you manage your wealth throughout every phase of your life. I will focus on understanding your life goals by building detailed financial plans for you."
A Wealth of Experience
Bob has been with Baird since 2009. Prior to Baird he served as a Wealth Management Specialist at Smith Barney and Legg Mason. He holds a CERTIFIED FINANCIAL PLANNERTM certification. He holds a Series 7, 31, and 66 Securities licenses. He also maintains a license for Life Insurance and Long Term Care.
Committed to the Community
Bob is very committed to giving back to his community. He enjoys coaching youth sports, particularly basketball and lacrosse. He is also a founding member of the Northern Baltimore County Ducks Unlimited Chapter. Bob has participated in various charity organizations including the United Way's Vision Council, YMCA of Southern York Board of Directors, The Baltimore Creative Alliance Finance Committee and the Governor's Commission on Asian Pacific-American Affairs under Governor Bob Ehrlich. He has also been awarded with the United States President’s Bronze Volunteer Service Award.
Why Baird?
Bob is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 90 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.