Bob has over 20 years of experience working as a financial advisor and well over 30 years working in Finance and Accounting combined. He has a passion for Economics and Investments that led him to a career in financial advising.
As Lead Investment Advisor at Trinity Wealth Management, his objective is to deliver the highest possible return appropriate for the amount of risk taken in the portfolio.
Bob served 6 years of active-duty service in the U.S. Navy as a Supply Corps Officer. He also served 16 years as a Naval Reserve Officer and retired having attained the rank of Commander. After completion of his active-duty service, Bob worked for accounting firm KPMG where he earned his Certified Public Accountant (CPA) license.
Bachelor of Business Administration, Finance with a concentration in Financial Markets, University of Georgia
Master of Business Administration, dual concentration of Finance and Accounting, Vanderbilt University
Certified Public Accountant (CPA) – CPA’s are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the requirement to attain your CPA license generally include:
Personal Financial Specialist (PFS) – A credential given by the American Institute of Certified Public Accountants (AICPA). This credential distinguishes him from other CPA’s in that it certifies Bob’s ability to provide personal financial planning services. The requirement to hold the PFS credential include: