With nearly two decades of experience in investment management and financial planning, Bob brings extensive expertise to his role at Parkwoods Wealth Partners, where he empowers clients to achieve their retirement goals through clear, evidence-based strategies.
Prior to joining Parkwoods, Bob served as Managing Principal at McLean Asset Management and Retirement Researcher, where he led investment strategy, developed analytical tools, and oversaw the creation of educational content focused on retirement planning.
Before McLean, he was the Director of Analytics and Content at inStream Solutions, where he was responsible for designing and building the analytics engine behind the company's innovative financial planning platform. His previous experience also includes a role at Dimensional Fund Advisors, where he developed analytical tools and provided educational support to financial advisors.
Bob is deeply committed to simplifying complex financial concepts, making investment strategy accessible and actionable for clients. His investment philosophy emphasizes clarity, transparency, and rigorous analysis, equipping clients with the confidence to make informed financial decisions.
Bob earned his Chartered Financial Analyst designation in 2010 and regularly hosts webinars and authors articles aimed at enhancing financial literacy and retirement planning education.
At Parkwoods, Bob is dedicated to helping clients navigate their financial journeys with confidence and clarity, enabling them to concentrate on what truly matters in their lives.
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