Help Us Congratulate Bobby Loeb

It is with great pride and excitement that we announce Bobby Loeb has been promoted to Principal.

A role like this isn’t simply bestowed—it’s earned. Bobby’s commitment to Alliance, striving for excellence in everything we do, has helped our clients solve problems and achieve goals. As Client Relations Manager, Bobby has been particularly adept at keeping each client’s needs top of mind, helping to ensure that the retirement strategies we offer are customized and personalized. We measure our success through our clients’ success, and Bobby has been instrumental in both.

We’re proud of Bobby and what he has achieved in his career so far, and we look forward to seeing what comes next. We’ll continue to count on Bobby’s contributions. And you can, too.

Please join us in congratulating Bobby on his achievements. Send your congrats to: [email protected].