Bob brings his clients over 40 years of experience and a wealth of expertise in many financial planning areas including: retirement planning, investment management, executive benefit, business succession, and estate planning. Bob works with a diverse clientele which includes affluent individuals and families, business owners and executives, professionals, and retirees.
Education and Certification
Bob graduated with a B.S. degree from Eastern Kentucky University. He was granted the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College in Bryn Mawr, Pennsylvania. He is a Series 7 Registered Representative and Investment Advisor Representative of Osaic Wealth, Inc. Bob is a member of the National Association of Insurance and Financial Advisors and The Financial Services Institute.
Bob lives in Collierville with his wife Cheryl, they have two grown children and share their home with their rescue dog Bella. Bob enjoys gardening, fishing, camping, and backpacking.