Professional

Before Bob Roach can speak intelligently about the services that might be appropriate for you and your family, he must get to know you.  And, before you can feel confortable sharing your goals and dreams, you need to get to know him. 

Mission Statement

...to help business professionals plan and secure their financial future.

Vision Statement

...to assist business executives and professionals identify their fears, concerns and problems associated with dying too soon, outliving their assets or becoming disabled. This process is a value added, long-term relationship that is based on integrity and trust.

Bob Roach has represented Northwestern Mutual Life since 1968, after graduation from Ohio Wesleyan University.  He currently serves as the Business and Estate Planning Specialist and Wealth Management Advisor for the Kemelgor Financial Group in Columbus, Ohio.

Bob has qualified every year, since 1971, for Million Dollar Round Table (MDRT) and the National Quality Award.  He has also qualified for the National Sales Achievement Award Court of the Table and the National Health Insurance Award several times.  He has consistently qualified for the Diamond Award with Northwestern Mutual and achieved Forum status, Northwestern Mutual’s highest honor. 

Bob is Past President of NAIFA-Columbus and NAIFA-Ohio and served as an elected Trustee of the National Association of Insurance and Financial Advisors for five years, through 2007.  He currently serves as Chairman of the Grass Roots Committee for NAIFA.

Professional Designations and Certifications

Bob has obtained the following professional certifications and designations to further enhance his ability to provide financial solutions to his clients.

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)

 The Chartered Financial Consultant (ChFC®) is a financial planning designation for the insurance industry awarded by the American College of Bryn Mawr.  ChFCs must meet experience requirements and pass exams covering finance and investing. They must have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income tax, insurance, investment and estate planning. 

Associations and Memberships

Leadership in Life Institute (2005)

Million Dollar Round Table (1971-present) - www.mdrt.org

National Association of Insurance and Financial Advisors - www.naifa.org

Society of Financial and Service Professionals, Hall of Fame Recipient (2000) – www.financialpro.com