Bob has been professionally connected with the company in a variety of ways. Since 2001, Bob has worked with Eric and the team to create custom-designed strategies for our clients that bring them the comfort and confidence they deserve as they enter retirement.
Bob earned his degree in finance and insurance from the University of Connecticut and immediately began his career as a life insurance agent. In addition, Bob earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania.
Bob states, “My goal and my desire has always been to help people. In my career, I have always strived to treat and plan for people the way I would want a professional to treat and plan for my family and myself.”
Since 1980, Bob has coached youth and high school soccer and has joyfully volunteered in many capacities at church and in the Jacksonville community. Bob lives in Jacksonville with his wife, Marion, and is blessed with four children and ten grandchildren.
Bob is a registered representative with The Leaders Group, Inc. and is an investment advisory representative with TLG Advisors, Inc. Stratton & Company is not affiliated with The Leaders Group, Inc.
Securities and Investment Advisory Services offered through the Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleton, CO 80120 303-797-9080