Bobby brings a decade of expertise in the financial sector, holding multiple credentials including a Certified Public Accountant (CPA) designation, FINRA Series 7, 66 & SIE, and a Life & Health Insurance License. Inspired by his father and uncle, Bobby chose to pursue a career in finance, following in their professional footsteps.
Bobby was born in Voorhees, NJ, and spent his formative years in Broomall, PA. Before high school, his family relocated to Phoenix, AZ, where he attended Brophy College Preparatory. He then went on to Barrett, The Honors College at Arizona State University, where he majored in Accounting and also earned his Master’s of Taxation graduate degree. He launched his professional career as a CPA in public accounting, spending most of his career with PwC & RSM.
Residing in Scottsdale, AZ, Bobby appreciates the year-round sunshine and the beauty of the desert landscape (except for the sweltering summers!). He shares his life with his wife Julia, daughter Scarlett, and their two dogs, Rosie & Abbie. Outside of work, Bobby is passionate about health & fitness (fun fact - he’s also a Certified Personal Trainer), Philadelphia sports, cooking, and enjoys attending concerts & live music events.