Hi, I’m Bobby.
Personal: Originally from Mobile, AL; I and currently live in Shreveport, LA, with my fabulous wife, Adelyn. We spend time on the FL/AL coast during the summer; and SEC College Sports, especially the spring sports: gymnastics, track & field, beach volleyball, and Spring Football (fall too), are favorites.
Professional: I graduated from LSU in Baton Rouge, where I tutored for the Athletic Department. I’ve been a Certified Financial Planner for over 35 years. I especially love working with business owners, specialty medical and dental professionals, and optometrists: they quickly grasp Principle-Based Planning, being independent and financially free. 100% of my meetings are done remotely, which is very convenient for my busy clientele. I love, love, love what I do, and have no reason to stop: it’s fun. I feel blessed to do this work.
