Personal
Bob spent his formative years in Ohio. After graduating from Miami University in 1982, he began his CPA career in Cleveland, Ohio then transferred to the Winston-Salem, North Carolina office with his wife, Chris, in 1984. Their son, William, is married and works with NASA in mission control for the International Space Station in Huntsville, AL and son, Mathew, is getting started at Northwestern Mutual while also coaching soccer and basketball at Greensboro Day School. Bob enjoys golfing and biking, and, with Chris, they enjoy checking off a few locations on their bucket list each year.
Professional
After a 10-year career as a CPA with a Big Four firm, 13 years as a Senior Financial Executive and 5 years as an entrepreneur, Bob brings clients an abundance of experience as a Wealth Management Advisor at the Northwestern Mutual Wealth Management Company.
In 2023, Bob formalized his succession plan with Mike Mahoney making him a partner in the firm, Hudson Financial Services. The transfer of ownership continues according to plan, but Bob’s specific retirement date remains elusive. Perhaps he’ll stay as long as Mike will have him?
Implementing a retirement distribution plan is something few financial advisors do well. Most are very competent at helping clients with accumulation strategies, and a subset of these can design a distribution plan. But implementation requires the experience, systems and tools to calculate which assets to liquidate first, second and third, and why. Within the network of Northwestern Mutual advisors, this is our team’s unique focus.
Here’s how:
- Help you develop various retirement spending/gifting scenarios.
- Build a base income to address fixed expenses.
- Establish a cash reserve to protect your investments, and your lifestyle, during down markets.
- Reposition assets for their highest and best use during the distribution and wealth transfer phases.
- Create a flexible investment plan designed for long term appreciation.
- Continuously calculate the most effective strategies for distribution using tax bracket management.
- Avoid sequence of returns risk using a proven investment harvest strategy.
- Create an efficient income and distribution process so that you can live more and worry less.
- Cultivate your developing Legacy desires - the right assets to the right people and places with the right guidance at the right time.
- Leverage the financial strength of Northwestern Mutual.
It’s been said that 75% of the accidents on Mt. Everest occur on the way down. Let us expertly help you navigate this exciting time of life.
