Bob’s years of experience running a business, raising a family and advising clients have taught the Wise Counsel Founder and Wealth Advisor so many valuable lessons.
In that time, Bob has developed relationships with some of the most successful leaders in the financial planning industry. These relationships led to strategic partnerships that give our clients access to top technology, investment solutions, and an extensive network of specialists in tax, law, insurance, investments, philanthropy and business exit planning.
He believes that all advisors should be competent and knowledgeable – but also, should know the difference between what sounds good and what actually works. Bob and his team strive to provide the best possible client experience to help clients pursue their personal and financial goals.
Bob earned his finance degree from Texas State and went on to earn his CFP® (Certified Financial Planning), ChFC (Chartered Financial Consultant) and CKA® (Certified Kingdom Advisor) designations.
Outside of work, you can find Bob spending quality time with his loved ones, practicing his faith, exercising or playing the guitar.