Bob works with individuals, families, professionals, and business owners to create comprehensive asset management, risk management and estate planning and transfer strategies.  He provides independent financial guidance and recommendations to help them in pursuing their specific goals.  He also assists client's by implementing and managing their company's retirement plans.  With over 25 years in practice, 35 years of education, and a partnership with LPL Financial the nation's largest independent broker dealer*, Bob is an experienced financial advisor and valued counselor.

After graduation from Brother Rice High School in 1983, he attended John Carroll University where he earned his Bachelor of Administration degree in Economics.  Among other employee benefit designations, Bob has been certified as a Chartered Life Underwriter (CLU) by the American College. The CLU designation equips designees with in-depth knowledge of how insurance solutions can be utilized as an integral component of personal and business risk management, business succession and retirement and estate planning.  Bob is a member of LPL Retirement Partners allowing him to collaborate with over 7,100 financial professionals servicing over 36,000 Retirement Plans, and managing over $139 Billion of assets under management. He is also a licensed life and health insurance agent and a licensed insurance counselor in the State of Michigan. 

Bob and his wife Bridget Reaume are members of Our Lady Queen of Martyrs parish in Beverly Hills, Michigan.  Their seven children attended grade school at OLQM and went to high school at Brother Rice and Marian.  Bob is past President of the Brother Rice Dads Club and has served on the OLQM and PIME Missionaries Golf Day Committees, as well as the Camp Sancta Maria Board of Directors and their Golf Day Committee. Bob is also a member of the Beverly Hills Lions Club International.

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.