Bob joins QuadCap Wealth Management, LLC, as a Senior Wealth Manager with more than a decade and a half of experience. A recognized expert in his field, Bob’s expertise strengthens and deepens the management team at QuadCap. His past clients will confirm that he is committed to providing the highest quality consulting and portfolio management services while prioritizing trust and integrity.

 

Bob graduated from Texas Tech University in 2004 with a Bachelor of Science degree in personal financial planning. Texas Tech is recognized as pioneering and professionalizing the personal financial planning area of study. As a CERTIFIED FINANCIAL PLANNER™ (CFP® practitioner), Bob enjoys creating highly customizable plans to help clients achieve their future financial goals.

 

Bob’s extensive past experience includes serving as a Senior Wealth Advisor at Exencial. Prior to Exencial, Bob has served as a financial planner, director of financial planning and an advisor for several firms, including The Ayco Company, LP, a Goldman Sachs Company.

 

Bob and his wife Teresa live in Plano, Texas where they homeschool their five children. He loves spending time with his kids doing anything outdoors. Bob is a big fan of the Texas Tech Red Raiders, the Texas Rangers and the Dallas Cowboys.