Bob has more than 25 years of experience helping clients understand their investments. While portfolio analysis and adjustments are central to his role, he focuses on helping clients understand the “why” behind their strategies. He believes effective advice starts with understanding each client’s unique goals and what matters most to them.
Bob takes a disciplined, objective approach to portfolio management, emphasizing consistent growth and capital preservation over chasing short-term returns. He simplifies complex concepts so clients feel confident in what they own and how their investments support goals like retirement and legacy planning.
He works with clients at all stages of life but finds particular fulfillment guiding those nearing or in retirement, when thoughtful planning and legacy conversations often come into focus. Recognizing that financial decisions are often emotional, Bob helps clients better understand their relationship with money and make informed, steady choices.
Bob began his career in 1996 with Dean Witter Reynolds in Eugene, Oregon, and later joined RavenRock Wealth Partners. His team affiliated with Raymond James in 2017, and in 2023, Bob joined Bend Wealth Advisors to be part of a collaborative, client-focused team. He holds a B.A. from Wabash College and has earned the Certified Investment Management Analyst℠, Accredited Investment Fiduciary®, and Certified Exit Planning Advisor designations.
Bob lives in Bend, Oregon, with his wife of more than 30 years, Suzy. They have an adult daughter, Alex. Outside of work, he is an avid trail runner and cyclist who enjoys spending time outdoors and giving back to his community.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.