Bob has been a general agent with Guardian and the CEO of Alliance Advisory Group since 1979. The firm has been a consistent leading agency with Guardian, and has received the award for runner-up to the President’s Cup twice and is a 10-time GAMA Master Agency recipient.
Within Guardian, Bob has served as a member of the Field Advisory Board three times including as chairman in 1998. Currently, he has been a founding faculty member of the Guardian Leadership Institute and the new Associate General Agent program, which aims to develop frontline and first line leaders.
In the industry, he has taught a variety of courses including, GAMA’s Agency Management Training, Field Leadership Series and CLU certification for the American College. Bob is a certified facilitator for the John Maxwell Company’s Leadership Programs as well as the Integrity Systems Sales Manager’s Coaching program.
He is the past president of both his local GAMA organization and Society of Financial Services Professionals, and the past chair of the GAMA Foundation for Educational Research. Currently, he serves as past president of GAMA International.
He is an active member with the National Association of Insurance and Financial Advisors, Million Dollar Round Table, American Society of Financial Services Professionals and the Association of Advanced Life Underwriters.
He has spoken nationally and internationally to industry and non-industry organizations on leadership development and coaching techniques. Bob has had the opportunity to speak at LAMP four times including twice on the main platform in 2004 and 2010. He is also the co-author of the book The Power of Coaching.
In the community, he has served on the board of trustees of Roswell Park Cancer Institute and Forest Lawn Cemetery Heritage Foundation, and currently serves as past chairman of the Buffalo/ Niagara Chapter of the American Heart Association.
Bob and his wife Patty have two children and six grandchildren and reside in Buffalo, New York.