As a Wealth Manager, Bob works closely with his clients to create and maintain customized financial plans that address their specific needs and goals. Bob’s comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, risk management, and charitable planning.
Bob brings nearly 20 years of experience in the financial services industry to his practice. Prior to joining Creative Planning, Bob was responsible for leading the training and development efforts of a nationwide financial planning firm consisting of over 1,700 financial advisors. He has spent a significant portion of his career working directly with clients as a holistic financial planner and trusted advisor.
Bob received his Bachelor of Science degree in Business Finance from Kansas State University and his Juris Doctorate degree from the University of Kansas School of Law. Bob is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
In his spare time, Bob enjoys spending time with his wife Roberta, and his two daughters, Lauren and Emily.