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 a qualified 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.

Misty brings over ten years of client service experience in the financial services industry.  She has completed the Registered Paraplanner course of study, encompassing the financial planning process and the disciplines of financial planning.  She is currently studying for her Series 7 registration.  Misty is responsible for administrative support, and client relationship services. Misty is originally from Louisiana, attended college in Texas, and later moved to Michigan.  Her "Can Do Attitude" makes Misty a pleasure to work with.

Randy works closely with Bob,  analyzing clients’ financial situations and collaborating to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms. Randy's experience, specifically in financial planning coupled with his FINRA Registrations, allow him to support Bob with Case Design services. Randy is a 2020 Level II CFA Candidate. He holds a Series 7 and 66 registrations with LPL Financial. He is also licensed in the State of Michigan for Life, Health, VC, Property and Casualty.

Randy is a graduate of Oakland University with a bachelor’s degree in finance. When he’s not working you can find him spending time with family and friends. He also loves playing or watching ice hockey.

Ann is the compliance officer for the office.  She has over 33 years experience in the financial services industry, half that time as an advisor and half as a registered principal in operations and compliance. The last 11 years she practiced as an LPL Principal Examiner in Branch Exams. She is tasked with practice compliance and advises on new regulatory and LPL policy changes. Bob is pleased to have Ann help provide guidance and useful information for navigating LPL’s complexities.