Bobby specializes in supporting the needs of successful individuals and families, acting as a second pair of ears and advisor, as they make important personal and financial decisions. He works closely with his clients to provide individualized strategic plans that encompass everything from investing, debt management, retirement planning, estate planning, and cash flow management.
Bobby holds the prestigious Accredited Asset Management SpecialistSM certification from the College of Financial Planning. He completed a rigorous and comprehensive program covering financial planning, tax planning, employee benefits and retirement planning, estate planning, college planning, investment management and insurance. This has allowed him to better assist clients with all things financial, not just investing.
Before joining Raymond James, Bobby played semi-professional hockey for the Huntsville Havoc. He earned a bachelor's degree in Finance from Lake Forest College.
Bobby grew up in Grosse Pointe, Michigan and still resides there. He loves Southeast Michigan and the “home feel” it offers. During his free time Bobby, his wife, Katherine, and their son love to be outdoors. You can usually find him fishing, hiking, golfing, or just enjoying the fresh air with his Labrador retrievers, Tilly and Sadie.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.