Meet the Arizona Business Center Team

A 20-year veteran, Bob spent the majority of his career in Philadelphia as Executive Vice President with DVFG Advisors, LLC. He earned his Life Underwriting Training Council Fellow (LUTCF) in 1993 and is currently enrolled in the Chartered Financial Consultant (ChFC^®) program at the American College in Bryn Mawr, Pennsylvania. A graduate of Wilkes University, Bob received a B.S. in Business Administration and Finance. A Financial Services Representative with The Principal and a Registered Representative and Investment Adviser Representative of Princor Financial Services Corporation with over 20 years industry experience, Bob has a broad knowledge and background in business and personal planning. His business focuses on assisting high net worth business owners and professionals to develop, implement and maintain long-term financial services relevant to risk management, wealth preservation and estate planning.