Team Member Details

About Me

Bob is a lifelong resident of the Pacific Northwest and lives in Spokane Valley, WA with his wife and two children. He has Master of Science and Bachelor of Science degrees from Washington State University (Go Cougs!) and is a former Molecular Biologist.

Realizing that he would like to spend the rest of his career helping people directly and having an interest in finance, he changed careers in 2018 to the financial services industry and this led him to the fee-only advising space, where he got his CERTIFIED FINANCIAL PLANNER™ certification in 2022. Bob takes great pride in helping people improve their financial situation and acting as a fiduciary where he can put their needs first. Bob loves the outdoors and is an avid Bass fisherman. He and his wife Tammy have a second home in central Florida and hope to escape the northwest winters there in retirement!

Community Involvement

Bob is a volunteer for The Cast for Kids Foundation, and helps take underprivileged kids fishing each year as well as assist in fundraising efforts.
 

Education

  • Master of Science, Plant Physiology, Bachelor of Science, Microbiology

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