In addition to his role as a relationship manager, Bob oversees operations and client services for Archford Capital Strategies. Motivated by helping people achieve their financial goals, he focuses on assisting clients and their CPAs and attorneys to coordinate tax and estate planning services with other aspects of their financial strategy. Bob is also involved with investment strategy development.
A Chartered Retirement Planning CounselorSM (CRPC®) designation holder and Accredited Investment Fiduciary® (AIF®), he particularly enjoys working with pre- and current retirees, and makes attentive customer service his hallmark. During his career, Bob has worked as a Certified Public Accountant at a regional accounting services firm, as well as with a regional trust company.