Something About Us


Our commitment to planning and not products remains central to our company culture as well as the design and implementation of the services we offer.  Even our investment management program is built on a base of planning related tools. 

A thorough and clearly defined plan is key to being able to manage and measure progress toward your goals. 

The important work is in defining what matters most to you, and then answering the followup question; "what do we do next?"




President and CEO

In 2003 during his term as National Chairman of the Financial Planning Association, (FPA) Research Magazine featured Bob in an article titled, "The Apostle of Planning" and in assessing his strengths, called him, "the profession's most eloquent voice."

The profession has been served by any number of organizations over the last forty-years. The IAFP (International Association for Financial Planning) was one of those organizations. Bob served on the Northern New Jersey IAFP board for seven years, including three years as the Chapter's President. He was then elected to the IAFP National Board in 1993, serving as National Ethics Committee Chair, Chair of the Strategic Issues Advisory Council and three years on the IAFP Executive Committee.

In 1999, eight individuals four from the IAFP and four from the Institute of Certified Financial Planners (ICFP) were chosen to negotiate the IAFP/ICFP merger which would ultimately combine the nations two largest financial planning organizations. Bob was one of the eight individuals chosen to accomplish this important task. 

The resulting organization, the Financial Planning Association (FPA) was formed in 2000. Two years later, Bob was chosen as FPA's first elected National President serving his term in 2002, followed by a year as National Chairman in 2003. Bob has also been recognized in Marquis, Who's Who In The World. 

Bob lives in Easton, Pennsylvania.



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