As the President, Chief Compliance Officer, and Chief Investment Officer at Horizon Financial Group, I specialize in investment advisory services, financial planning, insurance planning, and retirement planning. I have been in the financial services industry since 1974, starting my career with Massachusetts Mutual Life in New York City. Early on, I realized that I could not properly service my clients' financial needs unless they passed away or became disabled. So, I acquired my investment licenses, including the Series 7, 24, and 63, and became an independent financial advisor.
Over the years, I’ve worked with respected financial institutions such as Anchor National, Chubb Securities, Jefferson Pilot, and Lincoln Financial Securities Corporation. Today, I am proud to be affiliated with LPL Financial, where I serve as a registered principal and General Agent, overseeing client accounts, leading meetings, and ensuring our operations run seamlessly to meet our clients’ evolving needs.
At Horizon Financial Group, we serve a diverse group of clients with unique goals and aspirations. Helping them navigate the financial markets and life’s challenges is both exciting and rewarding. My mission is to provide clarity, confidence, and guidance as they pursue their financial objectives.
I hold a BA in Finance from Rutgers University and Bloomfield College and have been a proud member of the Million Dollar Round Table (MDRT)* since 1975.
Outside of work, I enjoy collecting wine, playing golf, and spending time with my wife, Barbara, and our family. We live in Far Hills, New Jersey, where we appreciate and embrace both community and family life.
*The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Bob applied for membership and a fee was paid.