Robert W. Youman, CPA
Managing Director | Investment Advisor
B.S. Accounting, suma cum laude, University of Illinois, Champaign 1984
Passed CPA Exam 1984
Bob has worked in the securities industry since 1991 as a financial advisor and investment representative. Prior to 1991, he worked for KPMG, specializing in audits of community banks.
Bob combines these talents with a conservative investment philosophy. Every client is important and his or her investment needs are handled with the highest integrity.
Past President – Community Chest of Oak Park and River Forest, Illinois
Bob lives in Oak Park, Illinois with his wife Lisa and their daughters Emma, Amanda and Julia. Bob enjoys golf and coaching his daughter’s softball team.
Active FINRA Licenses:
Series 7 – General Securities Representative
Series 63 – Uniform Securities Agent State Law
Series 65 – Uniform investment Advisor Law Exam