Following a professional baseball career with the Detroit Tigers and graduation from the Max Fisher School of Business at The Ohio State University, Bob began his career in the financial services industry in 1971 in Columbus, Ohio. A desire to escape to warm weather precipitated a move to Florida in 1983 where he resides with wife Karen.

He has attained the CLU, ChFC and CWPP professional designations and has completed courses toward earning the Certified Pension Consultant designation from the American Society of Actuaries and the Master of Financial Services degree from the American College. He has served on the boards of the Tampa Bay and Space Coast Estate Planning Council and the Tampa Chapter of CLU. Bob has earned many industry awards and three times has led major national financial services companies in production.

Since 1991, Bob has been the Chief Executive Officer of Asset Strategies, LLC, a firm that assists in the development and marketing of innovative products designed for use by business owners, professionals and highly compensated executives in their tax management and asset protection planning. Asset Strategies, LLC has offices in Orlando, Florida and operates nationally through a network of major law firms, accounting firms and affiliated financial advisors.

Bob was a charter member of the Wealth Protection Alliance (WPA), a national network of elite financial planning firms and is a member of the Wealth Protection Institute and Asset Protection Society.

Karen and Bob have five children, a number of grandchildren and are active golfers and travelers and stay in good physical condition with regular outdoor activities. Church and charitable activities are important elements of the Baker family lifestyle.

Zachary Baker is a financial advisor who helps business people preserve more of the fruits of their labor. Zachary entered the business in 2005 to help professionals in their quest to build a stronger financial future. Zach fulfills this pursuit by helping clients retain more of what they make and by growing their assets via tax-advantageous, innovative vehicles.

Zachary previously worked as an Account Manager with a Fortune 500 technology firm, with responsibility for developing new business and strengthening customer relationships. Zach was also a Relocation Specialist with a Chicago-based firm that assisted families devastated by floods, fires and other natural disasters.

Zachary is a 2002 graduate of Trinity International University (Deerfield, IL) and earned a Bachelor.s degree in Business Administration.

On the personal side, Zach has been married for nearly 3 years. He is also an assistant high school soccer coach who specializes in goalkeeper trainer. Additionally, Zach is an aspiring bogey-golfer.