Executive Wealth Manager
Bob is an Executive Wealth Manager of Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a Certified Trust and Financial Advisor (CTFA)and holds the FINRA Series 7 and 66 registrations, held by LPL Financial; as well as life, accident and health insurance licenses.
Using his education and experience, Bob works side-by-side with clients to develop strategies for the primary wealth phases of financial lives: creating, growing, protecting and preserving wealth. He uses some of the best tools in the industry to plan for tax-efficient distributions during life and after death. Bob is able to address these wealth phases through a comprehensive wealth management process that encompasses the following:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to Genesis Wealth Management, Bob had the opportunity to work with both Fidelity Bank and USAA Wealth Management. During his tenure at these two companies, Bob provided comprehensive wealth management services to high net-worth families and executives.
Bob is a graduate of Saint Leo University in Tampa, with a bachelor’s degree in business administration. He also earned a Master of Science in Financial Planning and Taxation, with a concentration in Estate and Trust Tax Planning, through Golden Gate University
In his free time, Bob spends time with his wife, Malana, and son, Conner. He is also an avid runner, a weekend golfer, and loves most sports and all food!