Bob is an executive vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization’s retirement plan goals. Bob helps plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Bob provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.
Bob lives in Leawood, Kansas with his wife of 40 years, Donna. Their family includes two adult daughters and a son-in-law. Bob’s youth sport coaching days have been replaced with golf, pilates and overseas travel.