Bob is the CMO and a partner of The C.O.R.E. Group. He entered the life insurance industry in 1981 with MetLife. Bob left MetLife and started in private practice as an independent advisor in 1983 and remained in private practice until 1996 when he sold his practice and joined Ash Brokerage to build their variable life and annuity department.
In 2001 Bob and two partners, Rob Beatty and Jack Beatty started The C.O.R.E. Group, a Brokerage General Agency based in Scottsdale Arizona. C.O.R.E. specializes in assisting independent broker dealers, CPA’s, attorneys and financial advisors in the delivery of client centered solutions in all areas of risk management.
Bob is a frequent speaker at broker dealer national conferences as well as the American Academy of Estate Planning Attorneys. Bob has a passion for working with and training successful advisors who are uncomfortable having risk management discussions with their clients.
Bob lives in Auburn Indiana with his wife Deanna. They have 3 children who live nearby, and two of their children also work for The C.O.R.E. Group. In his personal time Bob enjoys cooking, gardening and watching and playing sports.