Although Bob started with Kades-Margolis in 1999 as a Financial Professional, his family history of business planning dates back to 1910 with the Barton Agency.  Bob is the fourth generation of guiding families and has extensive knowledge in Real Estate, Insurance, and legacy planning is an expert in the Pennsylvania School Employees Retirement System (PSERS) and State Employees Retirement System (SERS).  Bob and his wife Anne, a Registered Representative for Kades-Margolis Corp., built a team approach to educating and preparing their clients for retirement, which they look forward to excitedly.

This includes Social Security timing, Retirement Planning, Legacy Planning, and personal health and wellness.

Bob is professionally licensed to sell mutual funds, stocks, bonds, managed advisory accounts, variable and fixed annuities, and life, health, and long-term care insurance.

Bob’s commitment to health and wellness as the cornerstone of a fulfilling future is unwavering. He believes that a sound financial plan should always be complemented by a healthy lifestyle.

Bob and Anne have a daughter, Sloane, who is the joy of their lives.