Bob joined Joel Magruder’s team as a full-time Financial Advisor in 2020. Prior to this transition, he had been associated with Financial Partners Group on a part-time basis since 2009.
Bob earned a Bachelor of Science in Mathematics/Statistics with emphasis in Finance from Purdue University in 1990 and a Master of Arts in Actuarial Science from Ball State University in 1992. Upon graduation from Ball State, he worked in the Insurance Industry for 9 years in a variety of actuarial roles earning the designation of Associate of the Society of Actuaries (ASA) in 1994. After discerning a calling to teach, Bob left his actuarial career to begin what would become a very rewarding and fruitful 18 years of service with Dowling Catholic High School as a math teacher.
Since 2007 Bob has actively explored the field of financial planning while still teaching full-time. He views financial planning like his teaching experience at Dowling Catholic - an opportunity to build relationships, inspire connection to passion and purpose, and develop plans for success. The transition to full-time Financial Advisor allows Bob to utilize his problem-solving background as an Actuary, as well as coach people through important financial decisions with the heart of a teacher.
Over the years Bob has been involved with faith-based financial study programs through CROWN Financial Ministries, Dave Ramsey’s Financial Peace University, and Phil Lenahan’s 7 Steps to Becoming Financially Free. Bob is passionate about promoting stewardship and incorporating faith and values into the planning process. He has held Series 7 and 66 securities registrations as well as licenses for life, accident, health, and variable contracts since 2009. Series 7 and 66 Registrations are currently held through LPL Financial. As of October 2020, Bob completed the certification process to earn the designation CERTIFIED FINANCIAL PLANNER™.
Bob is a transplant to Iowa from Fort Wayne, Indiana; however, after moving to Des Moines in 1992, he has come to call Iowa home. He is an active member of St Pius X Catholic Church in Urbandale, Iowa. He enjoys the outdoors, sporting activities, and participating in small faith sharing groups.