Integrated Financial Concepts

Bob attended the University of Nebraska for 4 years.  While in his senior year of college, Bob entered the life insurance business with National Life Insurance Company, based in Montpelier, Vermont.  Bob obtained his CLU (Chartered Life Underwriter) designation in his 5th year in the business and went on to obtain his ChFC (Chartered Financial Consultant) designation 20 years later.

Bob became a Registered Representative for his broker-dealer, Equity Services Inc, in 1974 and became an Investor Advisor Representative for them in 2001.  He obtained an Insurance Consultant's license from the Nebraska Department of Insurance in 1981. In 1991 he was asked to serve on the Licensing Examination Review Committee for Nebraska and actively served on this committee for 12 years.

Bob was elected to serve on the Lincoln, NE board of directors of the National Association of Insurance and Financial Advisors (NAIFA) several times during his career and was awarded their O.R. Frey Award in 2002 for a lifetime of service to his association and community.  He was elected to the state board of directors for  NAIFA-Nebraska in 2002-2003 and served as their President in 2005-06.

National Association of Insurance and Financial Advisors

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, One National Life Drive, Momtpelier, VT 05604, 802-229-3300, Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser Affiliate of National Life Insurance Company, Montpelier, Vermont.  Integrated Financial Concepts and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.