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.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
