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Robert Shields


Robert Shields

Financial Advisor


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With both an undergraduate degree in Psychology and a master’s Degree in Rehabilitation Counseling from the University of Pittsburgh, Bob never would have guessed he would find himself in the business of helping people realize their financial life goals. 37 years later, he remains doing the work he loves. Bob’s client focus revolves around planning… having a financial planning for life. Whether it be purchasing a home, educating children or considering “life after work” everything comes easier with a plan. Bob is a Certified Financial Planner with his Series 6, 7, 63, and 65 securities licenses as well as his life, health and annuity insurance licenses. Bob and his wife Kathy reside in Moon Township with their two children. He enjoys baseball, jazz and spending time with family and friends.


Areas of expertise

  • Financial Planning

  • Asset Management

  • Retirement

  • Investment Advice

Education

  • B.S., Psychology
    University of Pittsburgh
  • MBA, Rehabilition Counseling
    University of Pittsburgh

Kathy Shields

Assistant


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Kathy comes to the Shields -Baur team with a strong operational and marketing background. She has been working part time with Bob for the past 5 years learning the behind the scenes operational needs of the business and assisting clients. Kathy earned a bachelor’s degree in Marketing from Robert Morris University and spent nearly 18 years working in the banking industry in branch and back office operations until leaving to raise their two children. With great organizational skills and a flair for writing, Kathy is poised to assist both Bob and Rich in supporting the day to day customer service and administrative support needs of their clients. Kathy resides with Bob and their two children in Moon Township. She is an avid gardener, baker and enjoys spending time with family and friends.

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