
Bob joined Discovery Financial as an LPL Financial Advisor in April 2020. Bob started his career as a financial advisor in 2007 with Merrill Lynch and was most recently with FSC Securities. In addition, Bob possesses over 20 years’ experience working as an actuary for several large insurance companies in the financial services industry. During that time his responsibilities revolved around investment analysis and risk management.
Bob’s actuarial background, helping insurance companies manage investment risk, gives him a distinct perspective from which to help his clients manage their wealth with their retirement goals in mind.
He lives and works in Rochester, Minnesota with his wife and son. He also has two grown children and three grandchildren. In his free time, he is actively involved in his church and he loves bicycling and downhill skiing.