As an owner and executive leader, Bob has helped build successful businesses through their growth phases and supported exit strategies for companies in electronic payment processing, loyalty marketing and managed services. Bob has served as Senior Vice-President of Worldpay and the BMO Harris Bank Partnership, as Vice President at First Data, and as a Financial Advisor, CRPC® at Wells Fargo Advisors, providing retirement guidance, financial planning, investments and business advisory to high net worth clients and business owners.
Bob holds a degree in business marketing and management from St. Mary’s University. His educational studies also include University of London, England; Minnesota Management Academy, Carlson School of Management and St Thomas University. Bob also held a Chartered Retirement Planning Counselor (CRPC®) designation, Series 7 and 66 FINRA while at Wells Fargo Advisors.
In his free time, Bob can be found at the local gym, hockey rink, golf course or bike trails. Most importantly, he enjoys family time at the cabin in Lutsen MN and adventurous travels with his wife and 2 daughters.