Firm Position
Rob
is the Industry Leader of bmc’s Healthcare Services Group
and also a partner with our subsidiary, bmc Financial Advisors LLP,
registered investment advisory firm.
Rob is
located in ourYork
office.
Professional
Experience
With
over 19 years of experience, Rob has developed extensive expertise in the
areas of business, financial and tax planning, specifically in the health
care industry. He specializes
in the taxation of corporations and partnerships and has extensive
experience with professional, corporate and individual taxation, including
S corporation tax matters. He
is also highly experienced in the areas of personal financial planning
matters including retirement plan design. Rob has presented numerous
educational programs on Personal Financial Planning and Tax, sponsored by
the York County Chamber of Commerce; the Pennsylvania Institute of
Certified Public Accountants, South Central Chapter; the Institute of
Management Accountants; and bmc, for both in-house staff
training and client seminars.
Education
BS,
Business Administration, Shippensburg University
Certified
Public Accountant, Licensed in Pennsylvania
Personal
Financial Specialist (PFS)
Certified
Financial Planner™ (CFP®)
Professional
and Community Affiliations
American
Institute of Certified Public Accountants
Pennsylvania
Institute of Certified Public Accountants
Financial
Planning Association, Member
York
County
Estate Planning Council, Member
York
County
Convention and Visitors Bureau, Treasurer
YMCA/Y
Men’s Club, Member
Shippensburg
University’s
Raiders Club, Member
United
Way of
York
County
,
Treasurer
