Bob is a Senior Wealth Manager with two decades of experience. He graduated from Texas Tech University in 2004 with a Bachelor of Science degree in Personal Financial Planning. As a CERTIFIED FINANCIAL PLANNER™ (CFP® practitioner), Bob enjoys creating highly customizable plans to help clients achieve their future financial goals. He has many years of experience in the area of tax preparation and putting together tax strategies for clients. He is an Enrolled Agent, which allows him to communicate with the IRS on behalf of clients regarding tax matters.

 

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. He plays violin with the Symphony HEB. Bob is a big fan of the Texas Tech Red Raiders, the Texas Rangers and the Dallas Cowboys.