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Bob serves as a Retirement Plan Services (RPS) Officer at Midland Wealth Management. Based primarily in Chicago, with a secondary office in Rockford, Bob provides personalized client service and builds strong relationships in the Chicagoland and Rockford areas. He also collaborates with Wealth Management leaders to expand RPS offerings across multiple locations, including St. Louis and Southern Illinois. Bob works closely with colleagues in Commercial, RPS, Trust, Small Business, and Advisory to deliver comprehensive retirement plan services. He has over 25 years of experience in the financial services industry, with a focus on retirement plan sales, administration, and compliance from his previous roles at large financial institutions.

Education

  • Master of Business Administration in Finance from Keller Graduate School of Management in Chicago
  • Bachelor of Science degree in Accounting from the University of Illinois

Certifications

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Accredited Investment Fiduciary (AIF)
  • Certified Retirement Services Professional (CRSP)

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