• Born December 15, 1948, in Effingham Illinois.
•1961: Completed course work and received Eagle Scout rank, Boy Scouts of America. Attained Vigil Honor status in The Order of the Arrow and Earned the “Pro Deo Et Patria” citation & metal. •1969: Married his high school sweetheart, Candace, now celebrating 49 years of marriage. Their union produced one daughter, Elizabeth, now a licensed clinical social worker in South Carolina. •1971: Completed 4-year course of study and received Bachelor of Science degree from the University of Illinois, Urbana campus. •1990: Completed 2-year course of study leading to the Certified Financial PlannerTM designation. •2000: Completed the course of study leading to the Certified Senior AdvisorTM designation. •Robert focuses his practice on the financial needs of our Retired Population. Most of his continuing education credits are completed in the area of estate tax work. •He is a commercial pilot and advanced open water SCUBA diver. He lives with his wife, Candace, on his 22-acre estate in homes he constructed himself. His office complex is attached to his main home as the “east wing.” •His financial planning philosophy embraces the fact that money lost is too hard to re-earn. His motto is “NO-MARKET-RISK FINANCIAL PLANNING” and does NOT recommend or use securities in his economic engine recommendations for his Retired Clients. •His practice is regulated by the Illinois Department of Financial and Professional Regulation. You may check his license status by calling them at 217-785-0800.
6703 Frandsen Rd., Alhambra, Illinois 62001
Phone: (618) 633-2175 Fax: (618) 633-2176