With more than 30 years’ experience, Bob delivers a strong foundation of both empirical and academic knowledge. Lessons learned through the years influence every aspect of Bob’s investment ideology. Among them: emotion is the biggest obstacle to investor success, periodic and painful declines are part of equity investing; diversification is never out of style, and investors should not take on more risk than necessary to fund their goals. With this in mind, Bob strives for balance when creating tailored portfolios for each client. Bob is married to his wife, Britt, and has two children, Mark and Caitlin.

• Graduate of University of Texas, Austin; Bachelor's degree in Finance
• Graduate of the Securities Industry Institute at the Wharton School, University of Pennsylvania

• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Series 31, Futures Managed Funds
• Life, Health, Variable Life, Variable Annuity, Long-term Care Insurance Licensed (Texas, Alabama)
• Series 7, General Securities Representative

• Board Member; Fara Foundation

AL, CO, DC, LA, MO, NH, TX, VA