Lasting relationships. For all that matters

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• KY
• MA
• MD
• MI
• NC
• NJ
• NY
• OH
• PA
• RI
• SC
• TX
• VA

Jim is a Senior Portfolio Manager whose primary responsibility includes analyzing client needs and risks, finding creative solutions to achieve their financial goals. Jim began his career in 1987 and has been managing family wealth for 3 decades.

Jim received his undergraduate and MBA degrees from Rider University. Additionally, he holds the designation of Chartered Financial Analyst and is a Member of the CFA Institute.

When not in the office, Jim enjoys traveling, hiking, 4-wheeling, golfing, racquetball, and baseball.

Jim has been married to his wife Debbie for over two decades. He has two grown boys, Michael and Kyle.

Active in his community, Jim is a member of the American Corporate Partners where he mentors veterans. Jim is also a member of the Somerville Elks Lodge where he has held various committee chair positions, and a past chairman for Jack's Kids Executive Committee. Jim is a Director at the Newell Strength and Fitness.

• Rider University, Undergraduate and MBA Degrees

• Chartered Financial Analyst®
• Senior Portfolio Manager

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• IL
• IN
• KY
• MA
• MD
• MI
• MN
• NC
• NJ
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• WV

Bob is a Wealth Advisor who began his career as a member of the New York Stock Exchange in 1983. He believes in keeping his clients focused on their long-term goals of a comfortable retirement and security for their families despite the inevitable speed bumps along the way. Bob has over two decades of experience helping clients with areas of expertise in retirement planning and wealth management.

Bob holds a BA degree in Business Management and Economics from North Carolina State University, where he was a Collegiate All-American Soccer Player.

Bob has been married for over 30 years to his wife Kathy and lives in St. Petersburg Beach, Florida and has four adult children. When he is not working with clients, Bob likes to run, bike, travel, and spend time on the beach.

A believer in community service, Bob has volunteered at the St. Vincent DePaul Outreach St. Petersburg and the Ronald McDonald House.

• North Carolina State University, BA degree in Business Management and Economics

• Wealth Advisor

• AZ
• CA
• CT
• DE
• FL
• GA
• IL
• IN
• KY
• MA
• MD
• ME
• MI
• MN
• NC
• NJ
• NY
• OH
• PA
• RI
• SC
• TX
• VA

Since 2008, Greg has held numerous roles in the financial services industry. Before joining the CBI Group in 2015, Greg was a part of the prestigious Wealth Planning Analyst program at UBS where he utilized his CERTIFIED FINANCIAL PLANNER™ designation to build comprehensive plans for clients.

A Chartered Financial Consultant®, Greg is dedicated to developing deep relationships with clients by providing multigenerational wealth planning. He coordinates the team’s wealth management process to ensure that each generation of a family receives a high level of service, benefiting from a fully implemented financial plan. Greg leverages his Chartered Life Underwriter® designation to review their clients' risk management (Long- Term Care, Life and Disability Insurance).

Greg earned his B.S. from Penn State University. He lives in Ambler, PA with his wife, Lindsay, and their children, Harrison, Reagan and Delaney. Greg enjoys traveling, exercising, watching and playing sports, and spending time with his family and friends.

• Penn State University, B.S.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Consultant
• Chartered Life Underwriter®

• 25 years at UBS
• Specializes in client service programs and marketing