Background Bob is a native of Foley, MN, where his family operated a John Deere implement business. Bob worked eight years in Buffalo, MN where he was the tax partner in a local accounting firm. Bob started the present CPA practice in November of 1976, with offices in Monticello and Cokato.
Areas of Practice
Bob has over 45 years of CPA experience covering a wide variety of tax and business planning services. In addition to being the firm’s Managing Partner, Bob works extensively with income tax planning for individuals and small business clients including trusts. Areas of expertise include estate and financial planning, trusts and estates, retirement plans, eldercare planning, and serving as a trustee. Bob also manages the firm’s financial planning division, and is a Personal Financial Specialist (PFS).
Bob enjoys working with a client who has a good understanding of finance, and appreciates a thorough and comprehensive service being provided for them. He has provided CPA services to family businesses spanning three generations.
Other Interests and Activities
Bob is active in wildlife and conservation groups such as Ducks Unlimited, Pheasants Forever and Delta Waterfowl Foundation.
Bob is an avid bird hunter and also enjoys training Labrador hunting dogs. During the winter months, Bob is a supporter of the SCSU Husky men’s hockey team.
Education
St. John's University (B.S. Accounting, 1968)
Certifications
CPA - Minnesota, 1971
PFS - AICPA, 1992
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