Over his 20 year career in financial services, Bob has established himself as a client focused and solutions oriented sales executive.
Bob spent the last 10 years as President and co-founder of a Private Trust Company that provided both trust and asset management solutions to financial professionals, their clients, and institutions.
Bob is an accredited member of the Society of Trust and Estate Practitioners and is active on the Boards of both for-profit companies and charitable causes.
Over the last 15 years, Cristina has been a highly successful Sales and Marketing Director in both Television and Advertising. Cristina's drive and desire to achieve excellence for her clients, has led to her clients and her creative teams winning several Bessies and Clio awards.
Cristina's combined talent of creativity and strategy continue to make her one of the best in her field.