Bob Dole

Bob Dole, CLU is Owner/Principal of Solution Driven Wealth, LLC  a ‘Fiduciary’ abiding by the ‘best interests’ of his clients. Bob has been assisting individuals and small to medium size business owners for 30 years.  Bob’s practice has centered on retirement planning solutions, investment consulting, insurance consulting, as well as more complex tax and estate planning strategies.  Bob also advises on group benefit markets, 401(k), 403(b), and other retirement plans designed for business owners, and understands how these plans integrate with an individual’s overall retirement and wealth strategy.   Bob takes pride in getting to know his clients’ needs and objectives prior to making specific investment, tax, or insurance recommendations.  He is deeply committed to his clients’ success.

Bob received his BS in Business Marketing in 1987 from West Chester University of Pennsylvania. He was a founding member of the University Entrepreneurial Club.  Bob holds numerous insurance and investment licenses, including: Series 24 (Principal), Series 7 (General Securities), and Series 65 (Investment Advisor Representative).  Bob has received numerous awards including his firm’s Pinnacle Club, Chairman’s Council, Royal Council and Royal Court. He is member of a number of Producer Groups that review a myriad of investment solutions and conduct ‘best practice and best interest’  assessments concerning asset and practice management.

Over the years, Bob has been involved in many community and charitable organizations. Bob and his family are members of Good Shepherd Church in Andover. Bob served as a member of Pope John XXIII High School’s Endowment Board of Trustees for 12 years and was a Member of its Finance Committee. Bob was involved in developing the Investment Policy Statement for the Endowment Fund. One of Bob’s passions is sports. Bob was co-captain of his High School Baseball team and received unanimous All-Area Honors.  Bob also played Tight End on his undefeated High School Football team in Sparta. Bob coached for Lackawanna Little League for over 15 years and was a founding Member and President of a successful travel baseball program called AGX Baseball.  Bob then became an assistant coach for the Hit N Run Outlaws, one of the most highly accomplished elite travel baseball teams in New Jersey. Bob has homes in Long Beach Island, NJ and Vero Beach FL.  He is married to his wife Donna for 33 years and they have 4 sons and 2 grandsons.

973-949-1702 Office
973-449-4274 Cell

Anna Burbage

Anna Burbage

Anna was born in Los Angeles and spent her childhood in Manila, Philippines.  At 14, she and her family migrated back to the US and settled in Millburn, NJ.

Anna completed her associates degree in business administration at Union County College in Cranford, NJ.  She then spent several years in retail where she held management position at small boutiques, strengthening her customer service skills, meeting the stores’ sales goals, and managing loss prevention. 

Anna then moved to the Banking Industry with First Union (Wells Fargo), overseeing a branch with $70,000,000 in deposits and managing eleven branch employees. She was responsible for her own sales goals as well as the branch’s. She was the training manager for all incoming managers in the Morris/Warren area and helped colleagues fill open positions by interviewing potential candidates. 

Anna later perused a degree in communications, graduating from College of Saint Elizabeth with High Honors.  She received the Richard Keelty Communication Award and was inducted to Lambda Pi Eta, the National Communication Association Honor Society.

Anna married her husband Bill in 2000 and they currently reside in Livingston, NJ with their children Tyler and Kailey.  They also have a furry child, a cockapoo named Cody.  They love spending time together as a family.  Anna and her family love traveling to different islands and around the US and  learning about different cultures.  The best part is trying international cuisines!  It has been a tradition for the Burbage family to collect Christmas ornaments from the different places they visited, both intentional and domestic.

In her free time, Anna likes to cook and bake.  She is known for baking 12 different types of cookies during Christmas (12 days of Christmas), a tradition she started when her children were young.   She also loves to read novels especially during the Fall and Winter.

In February 2012, Anna started working for Bob Dole, CLU, founder of SDW, LLC as his administrative assistant. Anna has her Series 6 and NJ Life and Health Insurance license.

Kevin Dole

Kevin Dole

Kevin coordinates and manages the entire client application process, from initial documentation to final submission. He also handles meeting preparation, ensuring seamless integration with compliance interfaces, including TR PREP and Reg BI. He is committed to maintaining accurate client data, overseeing mailings, and providing comprehensive support for client events.

His personal interests include golf, baseball and football.

Lauren Cook

Lauren Cook

Lauren was born in New Jersey, where she was involved with her family’s coin business for many years. She graduated from Sarah Lawrence College and continued working with the family before starting her own firm. She oversees SDW’s communications to ensure clients are well educated and informed.

Lauren met her husband Phil in 1981, and they were penpals for six years, while they lived on separate continents. They are married 30 years and live with their cats in Mountainside.

Lauren has always been active in business organizations in leadership roles. She is a member of the Benevolent and Protective Order of the Elks, where she serves as Secretary for the Summit NJ Lodge. Lauren has been involved with fundraising for many years for environmental, animal welfare and Diabetes charities. She is an avid hiker and cyclist and an accomplished singer.
908-403-8527 Cell

*Not registered with Royal Alliance Associates, Inc.

Dominique Vitalis

    • My focus is to help clients and their families achieve their financial goals. I take the time to know clients as individuals and investors and to explore their financial goals. I value the relationships we develop and believe in providing education for clients to help them make better decisions about their financial affairs. Clients get clarity of their financial lives, visualize the possibilities of their lifestyle choices, and understand the potential risks that may offset them.

    • Skills: Retirement Planning · 401k Rollovers · Financial Analysis · Retirement Income Strategies · Asset Management · Risk Assessment
      Licenses & certifications
      Residential Mortgage Lender
      US Mortgage Corporation
      Issued Jan 2022
      Series 66
      Merrill Lynch
      Issued Apr 2019
      Series 7
      Merrill Lynch
      Issued Feb 2019
      FINRA Securities Industry Essentials
      Merrill Lynch
      Issued Jan 2019
Jason Roberts

Jason is focused on driving digital transformation and technology innovation for Solution Driven Wealth. He leverages technology to optimize operations, enhance client experiences, and enable data-driven decision-making.

Jason has transformed the Solution Driven Wealth office systems, streamlined processes, increased efficiency, and ensured data security and compliance.  He collaborates with the entire team and empowers team members to contribute their best work and support the goals of our clients.

Jason finds a way to address any challenge, whether by a high-tech or low-tech solution.

Jason lives with his wife Dena and their dog Mr. Richard Parker and enjoys spending time in South Carolina with friends and family. Jason has a lifelong passion for baseball and was invited to try out for the Chicago Cubs as a pitcher. His sons Sean and Evan were both college baseball players.

Donna Dole

Donna brings a compassionate and inclusive approach to her role as an HR director. After a successful career in special education, Donna made a transition to support Solution Driven Wealth. Donna leverages her expertise in managing diverse teams, fostering inclusive workplaces, and promoting employee development.  She lives in Vero Beach Florida and Long Beach Island, NJ. She has been married to Bob for 33 years and they have 4 sons and 2 grandsons.