Bob has been an icon in the life insurance industry for over 40 years, he’s a well-respected speaker & trainer and the CEO of 2 companies.

Bob’s earlier years were spent with New York Life where he rose to the top as the #1 General Manager out of 100 offices in the United States and won the coveted Chairman’s Trophy.  He decided to go out on his own in 1981 and founded the Rushmore Private Client Group, which focuses on estate planning & tax liability for clients with a new worth in excess of $40 million.

Bob is a member and speaker of the London-based Society of Trust & Estate Practitioners and has co-authored articles for the Journal of Taxation.