Bob Taylor has spent his career counseling individuals, families and corporations on financial planning, investment management, accounting, and tax planning. He built one of the most comprehensive accounting and financial management firms on Chicago’s North Shore.

Bob is known for his creative and responsive approach to client situations. He has developed over 500 client relationships, many of whom have been referred to him by other clients. His expertise in assessing client risk tolerance levels as well as a disciplined approach to identifying equities and fixed income instruments has enabled his clients to be comfortable with their investment through good and bad markets.

Bob is also active in civic affairs, serving as President of the Wilmette Rotary from 2002-2003 and as the Treasurer of its Foundation for 10 years.

He is on the board of directors and serves as the Treasurer of La Casa Norte, a non-profit organization dedicated to providing housing for homeless 18-21 year-old men. Bob serves on the Board of Book Worm Angels, a non-profit organization that collects books from suburban schools and distributes them to inner city schools to enhance their reading programs.

Bob enjoys singing in the choir of his church. Bob and his wife Bobbie, who is an ordained minister, live in Wilmette, Illinois. A graduate of the University of Wisconsin, Bob is a Certified Public Accountant. He is also a Personal Financial Specialist, as certified by the American Institute of Certified Public Accountants.

For more information about Personal Financial Specialist Certification, go to: http://www.cpapfs.org/