A native of Raleigh, NC, Bob earned a Business Management degree from Lenoir Rhyne University. While finishing up his senior year after playing football for the LR Bears, Bob began his financial services career in 1999. Then in September 2016, he joined Southeast Retirement Planners to be a part of helping build a long-term, successful firm and impacting not only our clients but also the community in a meaningful way.
With more than 19 years of experience in financial planning and investment management, Bob has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. With a growing family and an ever-changing financial landscape, he understands the importance of planning for the future, how to balance the complex financial system and how to adapt intelligently as conditions change.
Along with his wife Autumn and their young children William, Carson, and Claire Frances, Bob works hard to maintain a balance between work, family, their church, and his alma mater. They have been very involved in Discovery Church in Hickory as well as continuing to serve and support Lenoir Rhyne University through the PEF Bears Club.