Owner, RavenRock Wealth Partners
Advisor, Raymond James Financial Services
Thoughtful and approachable, Bob listens well to each client’s unique situation and constructs an investment portfolio customized to their needs. He takes a disciplined and objective approach to decision-making, helping to demystify wealth management for his clients through clear and proactive communication. In his 23 years in the industry, he’s developed a solid commitment to ensuring people understand what they own and the risks involved.
He was drawn to the investment services field early in his career and appreciates its ever-changing nature. He got his start as an advisor with Dean Witter Reynolds in 1995 in Eugene, Oregon. He moved to UBS in 2008. In 2017, he and the RavenRock Wealth Partners team affiliated with Raymond James, drawn by its client-first philosophy. He earned a B.A. from Wabash College in Crawfordsville, Indiana, and has obtained the Certified Investment Management AnalystSM and Accredited Investment Fiduciary® designations.
Born in Illinois and raised in Indiana, Bob moved to Oregon in 1998 and has called it home ever since. He lives in Bend with his wife, Suzy. They have one exceptional daughter, Alexandra, who is a biologist with the NOAA Protected Species Division in Honolulu, Hawaii. When he’s away from the office, you might find Bob trail running – “any day in the woods is a good day,” he says. He has completed a number of trail ultramarathons, the longest being 100k. He also enjoys all types of cycling and hanging with his two border collies, and he serves on the board of BendFilm, an independent Oregon film festival he has been involved with since 2005.
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.