Bob has more than twenty-five years of experience within the financial services sector, including securities analysis, portfolio management and integrated financial planning. Bob and his team walk clients through a proven process, which enhances clarity and increases confidence around financial and life decisions.
Bob is actively engaged in civic, professional and community organizations and believes in giving back to the community. He and his wife Pam, along with their family reside in Franklin, Tennessee, where they are members of Grace Chapel.
From 1986 to 2000, Bob was a securities analyst, primarily at Nashville-based J. C. Bradford & Co. He then served as CFO of an internet startup, but his desire to help others attain their financial and life goals called him into personal financial services. Bob trained as a financial advisor with Merrill Lynch & Co before founding his own wealth planning firm in 2003. Bob has an accounting degree from Western Kentucky University and an MBA from Indiana University. He holds a Chartered Financial Analyst Designation and is a Certified Financial Planner ®. Bob is Tennessee’s first and only Certified Financial Transitionist.