Bob’s clients tend to be successful, hardworking, thoughtful and open to new ideas. He complements their initiative and receptiveness with a passion for teaching and guidance that helps them make the best financial choices to achieve their best lives. A dedicated life-long learner, he’s always looking for unique ways to help people understand the choices available to them in their financial lives.
Bob’s experience with strategic financial solutions began over 30 years ago. He joined EP Wealth Advisors in 2022 after more than seven years as a Managing Partner at Warren Financial, now part of the EP Wealth family. Bob’s previous responsibilities included serving as CFO of Technology Ventures Corporation, as well as management roles at Sandia National Laboratories, Avery Dennison, Arthur Anderson Business Consulting, and General Electric.
Bob holds an MBA from Wake Forest University, a Certificate in Private Capital Markets from Pepperdine University, and a Series 65 Uniform Investment Advisor license.
Beyond wealth management, Bob’s interests include traveling and enjoying fine food with his wife Kris, sharing life with their four grown children (and their children), as well as reading, music, and golf. He’s served on the board for the New Mexico Museum of Natural History, CLAWS (Civil Litigators Against World Sex Slavery), and Coronado Ventures (serving the venture capital community in New Mexico).
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.