Bob joined the firm in November, 1979. Besides helping clients manage and increase their wealth, Bob serves as the firm’s Quality Control shareholder and leads the firm in its commitment to excellence through quality work. He’s a member of the firm’s Audit/Accounting and Litigation Support Committee.

Areas of Concentration:

Medical, small business, corporate and individual management and tax planning and assisting clients with enhancement of their bottom lines.

Professional Designations:

• Certified Public Accountant - 1979
• Certified Valuation Analyst - 2007

Education:

• Loyola College – 1977 - Bachelor of Arts Degree

Professional Association Memberships:

• American Institute of Certified Public Accountants
• Maryland Association of Certified Public Accountants
• Institute of Management Accountants

Civic Involvement:

• President University One Condominium Association