Bob has almost 30 years of financial services experience. Before joining UBS in 1999, he worked at such distinguished firms as Kidder Peabody, Smith Barney and PaineWebber. His areas of focus include portfolio management, financial planning, working with corporate officers and complex estates. Bob's clientele consists of entrepreneurs, small business owners, affluent individuals, retired persons and families. He serves each client with a great work ethic, high standards and a sharp attention to detail all with high energy and enthusiasm.

• Barron's Top 1200 Advisors: 2014 through 2016
• Barron's Top 1000 Advisors: 2009 through 2013

• B.S. Oregon State University

• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Series 7, General Securities Representative
• Life, Health Insurance and Variable Annuity Licensed: OR

• Founder - Cannon Beach Conservancy

AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, MT, NC, NM, NY, OH, OR, TN, TX, UT, WA