Financial Advisor
Bobby is Chartered Retirement Planning Counselor (CRPC ®) and a Certified Insurance Counselor (CIC). He has over 10 years in wealth management and financial planning. Bobby joined the firm as an intern while at Mercer University and then full time in 2009. Bobby is a graduate of Mercer University, where he earned a bachelor’s of business administration with a double major in finance and economics.
Bobby is a member of the National Alliance for Insurance Education & Research and the Society for Certified Insurance Counselors. Bobby is a graduate of Leadership Macon. Bobby was previously a member of the Macon Estate Planning Council, and a member of the 2018 Champion for Children’s Committee for the Beverly Knight Olson Children’s Hospital, Navicent Health.
He is married to Allison and they have one daughter. He enjoys volunteering, hunting and spending time with family exploring the Chattanooga area.