Bob is an Onboard Specialist with Executive Retirement Plans. He has over 24 years of experience in the retirement plan industry, and has worked with Merrill Lynch, Oppenheimer Funds, Empower Retirement, and Paychex Retirement. While working at Paychex, Bob was a member of the team that sold and established new and existing 401k plans. He holds a degree in finance from Regis University.
Bob lives in Parker, Colorado, but plans to move to the great state of Montana. He enjoys hiking, live music, fine dining, and travel.