Bob’s background is in customer service, and has over 20 years of experience in the retirement plan industry. He started as an operations assistant and is now a financial advisor with our team, touching almost every possible position in between. His focus has been on plan design, administration, and operations. He especially enjoys looking at new laws and regulations to find ways for plans to provide more opportunities for participants while staying within the lines of ERISA.
He earned his Qualified 401(k) Administrator (QKA®) credential and is a member of the American Society of Pension Professionals and Actuaries in 2015. In 2020, he received the designation of a Certified Plan Fiduciary Advisor (CPFA®)from the National Association of Plan Advisors. He also holds an Associate of Science in Business Administration from Butler Community College.
Bob is an avid baseball fan and spends his summers actively involved in the game. He umpires at all amateur levels while also serving as the Director of Gameday Operations with League 42 in Wichita, where he is from. During the off-season, he and his wife enjoy watching hockey and finding good Mexican restaurants.
“If you are not humble, you soon will be.” – Unknown