Bob has more than 45 years of experience in Finance and Strategic Planning. He has advised CEOs and their management teams for more than 30 years. He has been a CFO at several companies, both public and privately held companies. He has co-founded several companies, one of which was taken public and ultimately sold for $5 billion. Another was grown with Private Equity capital and ultimately sold for $2 billion. He has raised capital, aggregating hundreds of millions of dollars. He has acquired, merged and sold companies and product lines, creating value in each transaction. He has sat on several Boards of Directors, and currently sits on the Board of clients in the Medical Technology and the Renewable Energy industries. He has significant industry experience in Healthcare Services, Healthcare Information Technology, Health Insurance, Pharmacy Benefits Management, Industrial Manufacturing and Distribution, Construction and Renewable Energy, Petroleum Services. Bob is a former licensed Investment Banker, having held Series 79 Investment Banking Representative and Series 63 Uniform Securities Agent licenses. Bob is also a CPA (non-active), a former CEPA and CGMA. Bob started his career with Deloitte, and is a graduate of Villanova University with a B.S. Degree in Accounting and has taken Executive Education Programs at the Wharton School of the University of Pennsylvania in Strategic Planning, Strategy Implementation and Mergers and Acquisitions.
Peggy has over 25 years of experience in Financial Analysis, Financial Reporting, Budgeting and Forecasting, Cash Flow Analysis and Actuarial Analysis. She is skilled in translating complex analytical models and analyses into easily understandable reports and tools for decision-making. She is also skilled in organizing, analyzing and reporting on large, complex sets of data, using tools such as SAS, SQL and Excel and Powerpoint. Peggy has significant industry experience in Healthcare Services, Pharmacy Benefits Management, Health Insurance and Construction. Peggy is a former licensed Investment Banker, having held Series 79 Investment Banking Representative and Series 63 Uniform Securities Agent licenses. She is a graduate of Duke University, with a B.A in Anthropology and a Masters Degree in Public Policy. While now retired, Peggy remains a valued advisor and contributor to Strategy Management.
Rick Wright is a Registered Investment Advisor and a nationally-recognized Financial Educator, Author, Speaker and Retirement Planner, whom you have seen on or in CBS, NBC, ABC, Fox network affiliates, Wall Street Journal’s Market Watch, Value Investing News, Pittsburg Post Gazette, among others. Wright is a Co-Author of Retire Abundantly. As the Founder and President of Coastal Tax Centers, LLC, he and his team help business owners, executives and professionals work toward their vision of independence, reduce taxes, upgrade their lifestyle and preserve, protect and pass on a lasting legacy. When Rick is not helping clients enjoy a care-free retirement, he enjoys golf, fishing, and giving time to further the mission of his local church.