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With six years of experience in wealth management, Bobby delivers thoughtful, personalized advice that reflects each client’s unique goals and priorities. He is known for his analytical approach and clear communication, and he enjoys building trust through tailored strategies and a long-term commitment to client success.
Bobby earned dual degrees in Finance and Economics from James Madison University and began his career in 2019. He brings particular expertise in retirement, tax, and estate planning, and has extensive experience with corporate retirement plans from companies including Altria, Merck, and Dominion Resources. His commitment to staying current on market developments and financial tools allows him to offer clients proactive, tailored strategies.
Originally from Kentucky, Bobby has called Virginia’s Shenandoah Valley home since 2018. Outside the office, he enjoys fishing, bow hunting, and spending time in nature – interests he balances with a passion for reading and continuous personal growth.