Financial Poise

About Bob Smith

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Bob is a seasoned insurance advisor and Vice President of a family-owned independent agency, serving employers since 1997.

Bob holds a Certified Insurance Counselor (CIC) designation. He specializes in integrating employee benefits and commercial insurance to protect organizations and their people. Bob frequently speaks to business owners about aligning benefits, culture, risk management, payroll, and HR to control costs, reduce risk, and enhance the employee experience.