Bob began his financial services career in 1986, working with Wachovia. His extensive banking background focused on delivering proactive financial services and advice on both the private banking and commercial banking platforms across central North Carolina.

Bob joined the firm in February 2011 and he holds the FINRA (Financial Industry Regulatory Authority) Series 65 certification as a North Carolina Registered Investment Advisor Representative.

Bob was born and raised in Burlington, North Carolina, and currently resides there with his wife, Christiana, and their three boys. He graduated from North Carolina State University with a BA degree in Business Management in 1986. Bob is very involved in the community and serves on the United Way, Salvation Army Boys & Girls Club, and Boy Scouts of America Advisory Boards. He also volunteers as a lacrosse coach with Burlington Recreation & Parks.