As the Managing Partner and founder of Sequoia Wealth Management, Bob brings more than 30 years experience in financial planning, insurance and wealth management. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®). Bob holds multiple securities registrations including FINRA Series 6, 7, 63 and 24 registrations, and state Life & Health Insurance and Property & Casualty licenses.
He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and served as President for the Chicago Region in 2002-2003. In 2011, Bob was the recipient of the NAIFA Leadership Life Award based on dedicated service to the NAIFA membership and the industry. He is also a member of the Financial Services Institute.
Bob is a graduate of the University of Illinois where he obtained his Bachelor of Science degree in Political Science.
He lives with his wife Jill and their four children in Mundelein, IL. He is active in his children’s schools and the community, serving on the board of Carmel High School and the Chicago Sports Leader. Bob is also a Pastoral Council Member for the Archdiocese of Chicago. He enjoys coaching and watching a broad range sports, and is an avid reader with a preference for works on history and leadership.