Bob is Co-Founder and Partner of the Keystone Wealth Management Group. Drawing from 30 years of experience in the financial services industry, he develops customized investment strategies for clients. Bob has devoted his professional career to helping individual investors and their families achieve their investment and financial goals.

Bob graduated from Bradley University with a B.S. in International Studies. He completed his certification as an Accredited Investment Fiduciary® (AIF®) and currently serves as a board member for RSVP of Montgomery County, a non-profit organization that promotes volunteerism. Bob is also a member of the Conshohocken Business Development Commission. Bob enjoys playing golf, gardening, and chasing after his grandchildren, Sam, Eva, and Fletcher. He and his wife, Judy, live in Villanova, Pennsylvania.

Registered States:
CA, DE, FL, IL, MA, MN, NC, NH, NJ, NY, PA, RI, VA, WA

Ryan is Co-Founder and Partner of the Keystone Wealth Management Group. Ryan began his career in 2002 at UBS, where he developed his investment management skills. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and an Accredited Investment Fiduciary® (AIF®), Ryan is equipped to provide a wide range of specialized, comprehensive financial planning strategies and advice to his clients in retirement, insurance and estate planning.

Ryan is the President of the Board of Project Twenty1, a non-profit film festival and is also a member of the Business Volunteers for the Arts committee. Ryan has a B.A. in Government and Politics from the University of Maryland. He is an avid Philadelphia sports fan. Ryan lives in Merion, PA, with his two children, Sammy and Eva, and the family dog, Franklin.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, WA

As Client Service Associate, Sharon offers administrative support while ensuring client satisfaction. She brings over 30 years of experience to the team and possesses extensive industry knowledge and problem resolution skills. Outside of the office, Sharon enjoys baking and lives in Coopersburg, PA with her husband, Michael.